Joshua Jerele (CRD# 5697501) is an Investment Advisor Representative working at Commonwealth Financial Network in Lakewood, CO and has over 9 years of experience in the finance industry. Joshua Jerele has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3077330
Schwab Wealth Advisory, Inc.
CRD# 2265858
Charles Schwab & Company, Inc.
CRD# 2178385
Abboud Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Dec 2021 - Current | 2 |
| Mosaic Family Wealth, LLC | Greenwood Village, CO | Apr 2018 - Dec 2021 | 3 |
| Purshe Kaplan Sterling Investments, Inc. | Greenwood Village, CO | Apr 2018 - Dec 2019 | 1 |
| Ubs Financial Services Inc. | Denver, CO | Feb 2017 - Apr 2018 | 1 |
| Ubs Financial Services Inc. | Lincoln, NE | Jun 2015 - Feb 2017 | 1 |
| Capstone Advisors LLC | Fort Wayne, IN | Nov 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
| S63 | Uniform Securities State Law Examination | Aug 2015 |
- CO
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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