Joshua Detar, financial advisor Webb City MO
81 score

Joshua Detar

CRD Number: 5516506
Current Firm: Edward Jones

Joshua Detar (CRD# 5516506) is an Investment Advisor Representative working at Edward Jones in Webb City, MO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2015 - Current 1
Midamerica Financial Services, Inc. Joplin, MO Nov 2011 - Dec 2014 3
Midamerica Financial Services, Inc. Joplin, MO Feb 2011 - Dec 2014 3
Monticello Investment Services, Inc. Joplin, MO Feb 2011 - Dec 2014 3
Loretta Bailey Agency Inc. Joplin, MO Apr 2010 - Feb 2011 < 1
Unemployed Joplin, MO Dec 2009 - Apr 2010 < 1
Edward Jones St. Louis, MO Apr 2008 - Dec 2009 1
Prime Inc. Springfield, MO Dec 2004 - Feb 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Joshua G. Detar
Phone Number: 314-515-2000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
81

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