Joshua Sloane, financial advisor Meridian ID

Joshua Sloane

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Joshua D. Sloane
Phone Number: 800-999-2000
Registered State(s):
  • ID
  • OR
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
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, 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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