Unclaimed Profile

Joshua David John

LJI WEALTH MANAGEMENT, LLC·INDIANAPOLIS, Indiana

Series 6, Series 7, Series 63, Series 65, Series 66Clean record14 years registeredLJI WEALTH MANAGEMENT, LLC

6569 CARROLLTON AVENUE, INDIANAPOLIS, IN 46220CRD# 4408231Firm CRD# 145399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua David John · INDIANAPOLIS, IN

Registration

CRD #4408231 · LJI WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

LJI WEALTH MANAGEMENT, LLC

Dec 2011 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · December 7, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LJI WEALTH MANAGEMENT, LLC

CRD 145399 · SEC 801-77820

AUM

$853M

Regulatory assets under management

Employees

3,356 client accounts

Services offered by LJI WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LJI WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua David John offer?

Joshua David John specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Joshua David John's credentials?

Joshua David John is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua David John located?

Joshua David John is based in INDIANAPOLIS, Indiana, working with LJI WEALTH MANAGEMENT, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Joshua David John charge for services?

Joshua David John's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LJI WEALTH MANAGEMENT, LLC?

LJI WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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