Joshua Aldus (CRD# 6615466) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 6 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sandman Adventures | San Diego, CA | Mar 2022 - Current | 2 |
| Octavia Wealth Advisors, LLC | San Diego, CA | Jun 2020 - Current | 3 |
| Octavia Risk Management, LLC | San Diego, CA | Jun 2020 - Current | 3 |
| Purshe Kaplan Sterling Investments, Inc. | San Diego, CA | Jun 2020 - Current | 3 |
| Axa Advisors, LLC | New York, NY | Mar 2017 - Jun 2020 | 3 |
| 24 Hour Fitness | San Diego, CA | May 2012 - Sep 2018 | 6 |
| University California San Diego | San Diego, CA | Sep 2014 - Nov 2016 | 2 |
| Axa Advisors | San Diego, CA | Feb 2016 - Jun 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- CA
- TX
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Total Assets Under Management1,444MILLIONS
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Total Number of Accounts5,444ACCOUNTS
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Average Account Value$265,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
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