Joshua Brown, financial advisor Clovis CA

Joshua Brown

CRD Number: 4990395
Current Firm: Edward Jones

Joshua Brown (CRD# 4990395) is an Investment Advisor Representative working at Edward Jones in Clovis, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St.louis, MO Nov 2019 - Current 1
Encompass More, A Division Of Verity Asset Management Durham, NC Aug 2019 - Nov 2019 < 1
Teacher's Pension & Insurance Oakdale, CA Jan 2019 - Nov 2019 < 1
Morgan Stanley Fresno, CA Oct 2018 - Dec 2018 < 1
Unemployed Fresno, CA May 2018 - Oct 2018 < 1
O'neill Vintners & Distillers Parlier, CA Jan 2018 - May 2018 < 1
Amazon Seattle, WA Jul 2016 - Dec 2017 1
O'neill Vintners & Distillers Parlier, CA Jun 2011 - Jul 2016 5
The Wine Group Madera, CA Apr 2008 - May 2011 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Joshua Brown
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
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
  • Pension consulting services
  • 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, WY

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