Joshua Rockey, financial advisor Lynchburg VA
90 score

Joshua Rockey

CRD Number: 6045645
Current Firm: Edward Jones

Joshua Rockey (CRD# 6045645) is an Investment Advisor Representative working at Edward Jones in Lynchburg, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2012 - Current 4
Employee Benefits And Retirement Group Lynchburg, VA Jul 2011 - Apr 2012 < 1
Liberty University Lynchburg, VA Dec 2009 - Jul 2011 1
Shakers Restaraunt Corporation Lynchburg, VA Aug 2009 - Dec 2009 < 1
Lynchburg City Schools Lynchburg, VA Jun 2008 - Jul 2009 1
Rst Marketing Forest, VA Feb 2006 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Joshua S. Rockey
Phone Number: 314-515-2000
Registered State(s):
  • VA
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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