Joshua Yager, financial advisor Goleta CA

Joshua Yager

CRD Number: 2638956
Current Firm: Financial Vision LLC

Joshua Yager (CRD# 2638956) is an Investment Advisor Representative working at Financial Vision LLC in Goleta, CA and has over 28 years of experience in the finance industry. Joshua Yager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Financial Vision, LLC Santa Barbara, CA Jan 2013 - Current 11
Anodos Advisors, LLC Santa Barbara, CA Oct 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1995
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Joshua S. Yager
Phone Number: 805-899-1245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    46
    MILLIONS
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $407,044
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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