Joshua Weiss (CRD# 6982347) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Greenfield, MA and has over 5 years of experience in the finance industry.
CRD# 7047829
Edward Jones
CRD# 2355947
Capital Analysts
CRD# 5900328
Ae Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compass Planning Associates, Inc. | Boston, MA | Jan 2020 - Current | 4 |
| Fidelity Brokerage Services LLC | Merrimack, NH | Jun 2018 - Jan 2020 | 1 |
| University Of New Hampshire | Durham, NH | Sep 2014 - May 2018 | 3 |
| Liberty Mutual Insurance Company | Dover, NH | Sep 2017 - Apr 2018 | < 1 |
| Wentworth Country Club | Rye, NH | May 2017 - Aug 2017 | < 1 |
| Bond University | Robina, | Jan 2017 - Apr 2017 | < 1 |
| Mascoma Savings Bank | Enfield, NH | May 2016 - Aug 2016 | < 1 |
| Mickey's Road Side Cafe | Enfield, NH | May 2015 - Aug 2015 | < 1 |
| Town Of Enfield Recreation | Enfield, NH | Jul 2013 - Aug 2015 | 2 |
| Kimball Union Academy | Meriden, NH | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- NH
- TX
-
Total Assets Under Management139MILLIONS
-
Total Number of Accounts302ACCOUNTS
-
Average Account Value$459,683
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, LA, MA, NH, NY, TX, VT
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