Joshua Haron (CRD# 1325084) is an Investment Advisor Representative working at Haron Capital Management, LLC in Cocoa Beach, FL and has over 38 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1210763
Kestra Advisory Services, LLC
CRD# 6847163
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Haron Capital Management, LLC | New York, NY | Sep 2018 - Current | 5 |
| Bank Of America, N.a | New York, NY | Sep 2012 - Dec 2018 | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Jun 2012 - Dec 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
- TX
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Total Assets Under Management42MILLIONS
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Total Number of Accounts95ACCOUNTS
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Average Account Value$444,229
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
NY, TX
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