Unclaimed Profile

Joslyn Gail Ewart

ENTRUST FINANCIAL LLC·WAYNE, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record15 years registeredENTRUST FINANCIAL LLC

487 DEVON PARK DRIVE, WAYNE, PA 19087CRD# 2232801Firm CRD# 174694

Profile Verification

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

Identity

Joslyn Gail Ewart · WAYNE, PA

Registration

CRD #2232801 · ENTRUST FINANCIAL LLC · 15 years registered

Brand Profile

Not yet started

Career History

ENTRUST FINANCIAL LLC

Mar 2015 – present

LINCOLN INVESTMENT PLANNING, INC

Apr 2011 – Mar 2015

WAYNE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 4, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENTRUST FINANCIAL LLC

CRD 174694 · SEC 801-110230

AUM

$266M

Regulatory assets under management

Employees

806 client accounts

Services offered by ENTRUST FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ENTRUST FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does Joslyn Gail Ewart offer?

Joslyn Gail Ewart specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Joslyn Gail Ewart's credentials?

Joslyn Gail Ewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joslyn Gail Ewart located?

Joslyn Gail Ewart is based in WAYNE, Pennsylvania, working with ENTRUST FINANCIAL LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Joslyn Gail Ewart charge for services?

Joslyn Gail Ewart's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENTRUST FINANCIAL LLC?

ENTRUST FINANCIAL LLC has approximately 5 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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