Joshua Ureke, financial advisor Livingston TX

Joshua Ureke

CRD Number: 6478127
Current Firm: Edward Jones

Joshua Ureke (CRD# 6478127) is an Investment Advisor Representative working at Edward Jones in Livingston, TX and has over 5 years of experience in the finance industry.

Similar Advisors
Thomas Bourne, financial advisor Livingston TX
Thomas M. Bourne
CRD# 6741469
Edward Jones
Similar Advisors
Heather Brown, financial advisor Livingston TX
Heather J. Brown
CRD# 6258499
Securities America Advisors, Inc.
Similar Advisors
Frederick Crowley, financial advisor Livingston TX
Frederick V. Crowley
CRD# 5521947
Active Trading Investments, Inc.
Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2015 - Current 5
Unemployed Katy, Tx, TX Mar 2015 - Apr 2015 < 1
Weatherford International Houston, TX Jan 2015 - Mar 2015 < 1
Weatherford International Houston, TX Dec 2011 - Jan 2015 3
National Oilwell Varco Corpus Christi, TX Oct 2011 - Dec 2011 < 1
Metronational Houston, TX Mar 2011 - Oct 2011 < 1
Ice Skate Usa Houston, TX Mar 2004 - Oct 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joshua M. Ureke
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Joshua Ureke and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.