Joshua SloaneCRD Number: 6675297
Current Firm: J.p. Morgan Securities LLC
Joshua Sloane (CRD# 6675297) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Meridian, ID and has over 5 years of experience in the finance industry.
American Independent Securities Group, LLC
Libra Wealth LLC
|Jpmorgan Chase Bank||Meridian, ID||Jun 2016 - Current||5|
|Jpmorgan Securities LLC||Meridian, ID||Jun 2016 - Current||5|
|Shopko||Nampa, ID||Jun 2015 - Jun 2016||1|
|Us Bank||Boise, ID||Sep 2014 - Jun 2015||< 1|
|Citi Bank||Meridian, ID||Jul 2014 - Sep 2014||< 1|
|Unemployed||Meridian, ID||Mar 2014 - Jul 2014||< 1|
|Cabela's||Boise, ID||Mar 2013 - Mar 2014||1|
|Cabela's||Tulalip, WA||Jan 2013 - Feb 2013||< 1|
|Cabela's||Boise, ID||Apr 2011 - Dec 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2016|
|S66||NASAA Uniform Combined State Law Examination||Aug 2018|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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