Simon JoshuaCRD Number: 7040459
Current Firm: Cornerstone Wealth Partners, LLC
Simon Joshua (CRD# 7040459) is an Investment Advisor Representative working at Cornerstone Wealth Partners, LLC in Okemos, MI and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Mml Investors Services, LLC
Raymond James & Associates, Inc.
|Churchill Mortgage Corporation||Grand Rapids, MI||Jan 2021 - Current||1|
|Cornerstone Wealth Partners||Okemos, MI||Jul 2019 - Current||3|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2019 - Apr 2019||< 1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2018 - Apr 2019||< 1|
|University Of Michigan||Ann Arbor, MI||Aug 2015 - Aug 2018||3|
|Shultz Group, University Of Michigan||Ann Arbor, MI||Nov 2015 - Apr 2018||2|
|Erickson Plumbing Heating Air Electrical||Blaine, MN||Jun 2016 - Aug 2016||< 1|
|Abbott's Landscape Nursery||Ann Arbor, MI||Apr 2014 - Oct 2015||1|
|Washtenaw Community College||Ann Arbor, MI||Aug 2012 - May 2015||2|
|Lodi Farms, Inc.||Ann Arbor, MI||Mar 2013 - Jun 2013||< 1|
|Ann Arbor Baptist Church||Ann Arbor, MI||Apr 2011 - Apr 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2018|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
FL, GA, MI, NC, TX
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