Joshua Farmer, financial advisor Highland Park IL

Joshua Farmer

CRD Number: 6633190
Current Firm: Ameritas Advisory Services

Joshua Farmer (CRD# 6633190) is an Investment Advisor Representative working at Ameritas Advisory Services in Highland Park, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Highland Park, IL Jun 2020 - Current < 1
Ameritas Life Insurance Corp Lincoln, NE Aug 2017 - May 2020 2
Midwest Financial Solutions, LLC Iowa City, IA May 2017 - May 2020 3
Ameritas Investment Corp Lincoln, NE May 2017 - May 2020 3
Hawkeye Brokerage Center, Inc. Iowa City, IA May 2017 - May 2020 3
University Of Iowa Iowa City, IA Aug 2013 - May 2017 3
Best Buy Iowa City, IA Oct 2016 - Feb 2017 < 1
Rhino Gunite Inc. Houston, TX Jun 2016 - Aug 2016 < 1
Zolio Inc. Iowa City, IA Feb 2016 - Apr 2016 < 1
Azteca Gunite Inc. Houston, TX Jun 2015 - Aug 2015 < 1
Imperial City Chinese Cafe Cypress, TX Jun 2013 - Aug 2013 < 1
Waller High School Waller, TX Aug 2009 - May 2013 3
Qdoba Mexican Grill Cypress, TX May 2012 - Dec 2012 < 1
Famous Footwear Cypress, TX Nov 2011 - Dec 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Joshua R. Farmer
By the Numbers
  • Total Assets Under Management
    9,271
    MILLIONS
  • Total Number of Accounts
    31,262
    ACCOUNTS
  • Average Account Value
    $296,564
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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