Unclaimed Profile

Joshua A Morin

PACIFIC ASSET MANAGEMENT, LLC·GIG HARBOR, Washington

Series 65Clean record11 years registeredPACIFIC ASSET MANAGEMENT, LLC

4320 HARBORVIEW DR, GIG HARBOR, WA 98332CRD# 6437979Firm CRD# 115157

Profile Verification

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

Identity

Joshua A Morin · GIG HARBOR, WA

Registration

CRD #6437979 · PACIFIC ASSET MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

PACIFIC ASSET MANAGEMENT, LLC

Jan 2015 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 26, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC ASSET MANAGEMENT, LLC

CRD 115157 · SEC 801-60894

AUM

$255M

Regulatory assets under management

Employees

372 client accounts

Services offered by PACIFIC ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PACIFIC ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua A Morin offer?

Joshua A Morin specializes in Investment Management, Fee-Only Advisory. Contact their office in GIG HARBOR, Washington for a consultation.

What are Joshua A Morin's credentials?

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

Where is Joshua A Morin located?

Joshua A Morin is based in GIG HARBOR, Washington, working with PACIFIC ASSET MANAGEMENT, LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.

How does Joshua A Morin charge for services?

Joshua A Morin'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 PACIFIC ASSET MANAGEMENT, LLC?

PACIFIC ASSET MANAGEMENT, LLC has approximately 7 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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