Joshua Luff (CRD# 5899228) is an Investment Advisor Representative working at Clp Asset Management, LLC in Ooltewah, TN and has over 12 years of experience in the finance industry.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5426975
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clp Asset Management, LLC | Ooltewah, TN | Oct 2019 - Current | 4 |
| Great Lakes Advisors, LLC | Chicago, IL | Jun 2014 - Aug 2019 | 5 |
| J.p. Morgan Securities LLC | Naperville, IL | Mar 2011 - Jun 2014 | 3 |
| Jpmorgan Chase Bank | Naperville, IL | Mar 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- TN
-
Total Assets Under Management140MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$23,380,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
TN
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