Joshua Chapin (CRD# 5825638) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 13 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Breakwater Capital (formerly Known As Jc Financial) | Irvine, CA | Sep 2018 - Current | 5 |
Emerson Equity LLC | San Mateo, CA | Nov 2015 - Current | 8 |
Jc Financial Strategies | Westlake Village, CA | Sep 2014 - Sep 2018 | 4 |
Sigma Financial Corporation | Ann Arbor, MI | Jan 2015 - Nov 2015 | < 1 |
Spc | Ann Arbor, MI | Jan 2015 - Nov 2015 | < 1 |
The Prudential Insurance Company Of America | Sherman Oaks, CA | Feb 2014 - Jan 2015 | < 1 |
Pruco Sercurities LLC | Sherman Oaks, CA | Feb 2014 - Jan 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2010 |
S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- CA
-
Total Assets Under Management189MILLIONS
-
Total Number of Accounts526ACCOUNTS
-
Average Account Value$359,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
TX
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