Joshua Braddy (CRD# 6891172) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 6 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Co, Inc. | Westlake, TX | Jun 2021 - Current | 2 |
| Schwab Private Client Investment Advisory | Westlake, TX | Jun 2021 - Current | 2 |
| J.p. Morgan Chase Bank, N.a. | Fort Worth, TX | Nov 2019 - Jun 2021 | 1 |
| Jp Morgan Securities LLC | Fort Worth, TX | Nov 2019 - Jun 2021 | 1 |
| Bank Of America, N.a. | Bedford, TX | Aug 2015 - Oct 2019 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bedford, TX | Aug 2015 - Oct 2019 | 4 |
| Jri Managment | Keller, TX | Dec 2014 - Aug 2015 | < 1 |
| Pluckers Grapevine LP | Grapevine, TX | Dec 2014 - Mar 2015 | < 1 |
| Water Costal Cuisnine | Ft Worth, TX | Oct 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, WY
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