Joshua Anderson (CRD# 5537519) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 5 years of experience in the finance industry.
CRD# 1346311
Financial Planning Associates, Inc.
Score
107
CRD# 1018380
Cutter & Company, Inc.
Score
106
CRD# 6122862
Visionary Wealth Advisors, LLC
Score
105
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | May 2016 - Current | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2015 - Apr 2016 | 1 |
| Archford Capital Strategies | Swansea, IL | Mar 2013 - Apr 2016 | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2013 - Jun 2013 | < 1 |
| Merrill Lynch | Swansea, IL | Jul 2010 - Mar 2013 | 2 |
| Southern Illinois University Edwardsville | Edwardsville, IL | Aug 2009 - May 2010 | < 1 |
| Southern Illinois University | Carbondale, IL | Aug 2009 - May 2010 | < 1 |
| First Command Financial Planning | O'fallon, IL | Apr 2009 - Aug 2009 | < 1 |
| Southern Illinois University Carbondale | Carbondale, IL | Aug 2008 - May 2009 | < 1 |
| Olive Garden | Fairview Heights, IL | Jun 2008 - Aug 2008 | < 1 |
| Merrill Lynch | Swansea, IL | May 2008 - Aug 2008 | < 1 |
| Southern Illinois University Carbondale | Carbondale, IL | Aug 2007 - May 2008 | < 1 |
| First Baptist Church O'fallon | O'fallon, IL | Mar 2003 - Aug 2007 | 4 |
| Mckendree University | Lebanon, IL | Aug 2006 - May 2007 | < 1 |
| O'fallon Township High School | O'fallon, IL | Aug 2002 - Aug 2006 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- IL
- MO
-
Total Assets Under Management140,424MILLIONS
-
Total Number of Accounts777,048ACCOUNTS
-
Average Account Value$180,715
- A percentage of assets under your management
- Other
- 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)
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
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.