Josiah Quick (CRD# 6382962) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Edina, MN and has over 2 years of experience in the finance industry.
CRD# 2665369
Brown Wealth Management, LLC
Score
103
CRD# 5082883
Phillip James Financial Company
Score
103
CRD# 4207178
Allodium Investment Consultants, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Edina, MN | Jan 2015 - Current | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Lino Lakes, MN | Dec 2014 - Jan 2016 | 1 |
| Waddell & Reed Inc. | Plymouth, MN | Aug 2014 - Jan 2016 | 1 |
| Minnesota Music Coalition | St Paul, MN | Jun 2015 - Dec 2015 | < 1 |
| Unemployed | Lino Lakes, MN | Jul 2014 - Aug 2014 | < 1 |
| Strategic LLC | New York, NY | May 2013 - Jul 2014 | 1 |
| Unemployed | St Paul, MN | Mar 2013 - May 2013 | < 1 |
| Tcf Bank | Anoka, MN | Jan 2011 - Mar 2013 | 2 |
| Zerorez | Roseville, MN | Nov 2009 - Jan 2011 | 1 |
| Lagoon Cinema | Minneapolis, MN | May 2009 - Nov 2009 | < 1 |
| Augsburg College - Lindell Library | Minneapolis, MN | Sep 2008 - May 2009 | < 1 |
| Student | Shoreview, MN | Jul 2004 - May 2009 | 4 |
| Zerorez | Roseville, MN | Sep 2007 - May 2008 | < 1 |
| Bakers Square | Roseville, MN | Oct 2005 - Apr 2007 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- MN
-
Total Assets Under Management236,390MILLIONS
-
Total Number of Accounts619,100ACCOUNTS
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Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV
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