Joshua Ojeda (CRD# 7549307) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Funds Distributors LLC | Boca Raton, FL | Dec 2022 - Current | 1 |
| Polen Capital Management, LLC | Boca Raton, FL | Nov 2022 - Current | 1 |
| Florida Atlantic University | Boca Raton, FL | Jun 2020 - Dec 2022 | 2 |
| Allele Capital Partners | Lauderdale By The Sea, FL | May 2022 - Nov 2022 | < 1 |
| Dada | Delray Beach, FL | Jun 2020 - Nov 2022 | 2 |
| Kanen Wealth Management | Coral Springs, FL | Jun 2020 - Aug 2020 | < 1 |
| University Of Tampa | Tampa, FL | Aug 2018 - Jun 2020 | 1 |
| Unemployed | N/a, XX | Feb 2017 - Aug 2018 | 1 |
| High School | Sayville, NY | Sep 2014 - Jun 2018 | 3 |
| Value Drugs | Sayville, NY | May 2015 - Feb 2017 | 1 |
| Middle School | Sayville, NY | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- FL
-
Total Assets Under Management43,239MILLIONS
-
Total Number of Accounts3,397ACCOUNTS
-
Average Account Value$12,728,571
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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