Simon Joshua, financial advisor Okemos MI

Simon Joshua

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Simon P. Joshua
Phone Number: 517-381-3450
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States


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