Joshua Andreasen, financial advisor Burlington MA
93 score

Joshua Andreasen

CRD Number: 5489852
Current Firm: Edelman Financial Services, LLC

Joshua Andreasen (CRD# 5489852) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Burlington, MA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Ef Legacy Securities, LLC Henrico, VA Apr 2016 - Current 2
Edelman Financial Services, LLC Fairfax, VA Feb 2014 - Current 4
Sanders Morris Harris Inc. Houston, TX Oct 2012 - Apr 2016 3
Bny Mellon Westborough, MA May 2012 - Oct 2012 < 1
First Command Cambridge, MA Jan 2008 - May 2012 4
Billerica School System Billerica, MA Aug 1996 - May 2008 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
S63 Uniform Securities State Law Examination Feb 2012
Contact Info for Joshua J. Andreasen
Phone Number: 703-818-0800
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    21,360
    MILLIONS
  • Total Number of Accounts
    85,125
    ACCOUNTS
  • Average Account Value
    $250,931
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • 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, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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