Joshua McMahon, financial advisor Windsor CT

Joshua McMahon

CRD Number: 5569789
Current Firm: Prudential Financial Planning Services

Joshua McMahon (CRD# 5569789) is an Investment Advisor Representative working at Prudential Financial Planning Services in Windsor, CT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Windsor, CT Oct 2020 - Current 3
Prudential Insurance Company Of America Windsor, CT Oct 2020 - Current 3
George Mcmahon's Lawn Service Bloomfield, CT Dec 2008 - Current 15
Voya Financial Advisors Windsor, CT Sep 2014 - Jul 2020 5
Ing Financial Partners, Inc. Windsor, CT Jun 2011 - Sep 2014 3
Ing Windsor, CT Jul 2008 - Sep 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2010
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Joshua D. McMahon
Phone Number: 800-235-7637
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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