Joshua Dees, financial advisor Loveland CO
90 score

Joshua Dees

CRD Number: 6124649
Current Firm: Edward Jones

Joshua Dees (CRD# 6124649) is an Investment Advisor Representative working at Edward Jones in Loveland, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2012 - Current 4
College Of Southern Idaho Loveland, CO May 2008 - Sep 2012 4
Billy Gillespie's University Of Kentucky Basketball Camps Lexington, KY Jun 2008 - Jun 2008 < 1
Colorado State University Ft. Collins, CO Aug 2007 - May 2008 < 1
Western Carolina University Cullowhee, NC Aug 2005 - Jul 2007 1
Billy Gillespie's University Of Kentucky Basketball Camps Lexington, KY Jun 2007 - Jun 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Joshua B. Dees
Phone Number: 314-515-2000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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