Joshua Sievers (CRD# 6927788) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Fort Wayne, IN and has over 4 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services, Inc. | Fort Wayne, IN | Sep 2019 - Current | 3 |
| Bankers Life Securities | Fort Wayne, IN | Mar 2018 - Current | 4 |
| Bankers Life & Casualty | Fort Wayne, IN | May 2017 - Current | 5 |
| Amc Theatres | Fort Wayne, IN | Mar 2017 - May 2017 | < 1 |
| Carmike Cinemas | Fort Wayne, IN | Oct 2014 - Mar 2017 | 2 |
| Carmike Cinemas | Morristown, TN | Aug 2014 - Oct 2014 | < 1 |
| Carmike Cinemas | Manhattan, KS | Mar 2014 - Aug 2014 | < 1 |
| Regal Entertainment Group | Lawrence, KS | Mar 2013 - Mar 2014 | 1 |
| Hollywood Theaters | Morgantown, WV | Mar 2012 - Mar 2013 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2018 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- IN
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Total Assets Under Management1,181MILLIONS
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Total Number of Accounts9,792ACCOUNTS
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Average Account Value$120,568
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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