Joslyn Ewart (CRD# 2232801) is an Investment Advisor Representative working at Entrust Financial LLC in Wayne, PA and has over 27 years of experience in the finance industry. Joslyn Ewart 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Entrust Financial, LLC | Wayne, PA | Mar 2015 - Current | 9 |
| Haeseler Foundation | King Of Prussia, PA | Jan 2014 - Dec 2015 | 1 |
| Lincoln Investment Planning, Inc. | Philadelphia, PA | Jul 1996 - Mar 2015 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1996 |
- PA
-
Total Assets Under Management266MILLIONS
-
Total Number of Accounts806ACCOUNTS
-
Average Account Value$330,076
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
DE, FL, LA, MA, NC, NJ, PA, TX
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