Joshua Watson (CRD# 5727098) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wickenburg, AZ and has over 14 years of experience in the finance industry.
CRD# 5596027
Cetera Investment Advisers LLC
CRD# 6873632
Principal Securities, Inc.
CRD# 6433487
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Peoria, AZ | Mar 2023 - Current | 1 |
| Jpmorgan Chase Bank, N.a. | Peoria, AZ | Mar 2023 - Current | 1 |
| Wells Fargo Clearing Services, LLC | San Jose, CA | Feb 2018 - Mar 2023 | 5 |
| Unemployed | San Jose, CA | Jun 2017 - Jan 2018 | < 1 |
| Ameriprise Financial Services, Inc. | Campbell, CA | May 2015 - May 2017 | 2 |
| J.p. Morgan Securities LLC | Santa Clara, CA | Oct 2012 - Apr 2015 | 2 |
| Jpmorgan Chase Bank, N.a. | Santa Clara, CA | Oct 2009 - Apr 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- AZ
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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