Joshua Belkin (CRD# 4858752) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 14 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
J.w. Cole Financial, Inc. | Tampa, FL | May 2024 - Current | < 1 |
J.w. Cole Advisors, Inc. | Tampa, FL | May 2024 - Current | < 1 |
Culture Class Travel | Simi Valley, CA | Oct 2018 - Current | 5 |
Mml Investors Services, LLC | Newport Beach, CA | Sep 2020 - May 2024 | 3 |
Massmutual Life Insurance Company | Newport Beach, CA | Aug 2020 - May 2024 | 3 |
Leumi Investment Services, Inc. | Los Angeles, CA | Oct 2016 - Sep 2018 | 1 |
J.p. Morgan Securities LLC | Tarzana, CA | Oct 2012 - Oct 2016 | 4 |
Jpmorgan Chase Bank | Woodland Hills, CA | May 2010 - Oct 2016 | 6 |
Chase Investment Services Corp | Woodland Hills, CA | May 2010 - Oct 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2010 |
S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- CA
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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