Joshua Wynne, financial advisor North Beach MD
96 score

Joshua Wynne

CRD Number: 6204348
Current Firm: Edward Jones
Compensation Model: Fee Only
Joshua Wynne (CRD# 6204348) is an Investment Advisor Representative working at Edward Jones in North Beach, MD and has over 2 years of experience in the finance industry.
Similar Advisors
Aaron Cirksena, financial advisor North Beach MD
Aaron J. Cirksena
CRD# 6161482
Summit Financial Group Inc.
Score
102
Similar Advisors
James Kantowski, financial advisor North Beach MD
James S. Kantowski
CRD# 4417452
Jsk Financial Services, LLC
Score
103
Similar Advisors
Georgeanne Aist, financial advisor North Beach MD
Georgeanne G. Aist
CRD# 2695469
Lincoln Financial Advisors Corporation
Score
100
Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2013 - Current 3
Guilford Garden Center Greensboro, NC May 2012 - May 2013 1
Guilford College Greensboro, NC Aug 2009 - May 2013 3
Maryland House Of Delegates Annapolis, MD May 2012 - Feb 2013 < 1
Rod N Reel Restaurant Chesapeake Beach, MD May 2009 - Jan 2013 3
The Calverton School Huntingtown, MD Jul 2001 - Jun 2009 7
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jul 2013
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Joshua G. Wynne
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Ready to hire a financial advisor? Get competitive proposals from Joshua Wynne and other advisors.
BADGES
96
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.