JR
CFP
JR
CFP

Josh Renda

25 Years of Experience
Mount Pleasant, SC
Broker

Josh Renda is a CFP-designated registered investment advisor, based in Mount Pleasant, SC, with 25 years of industry experience.

Location

111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Josh works as an Investment Advisory Representative with Apollon Wealth Management since November 2020. This activity takes nearly all of his time.

Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
November 2025 - Present · 6 mos
Apollon Wealth Management, LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
J. Alden Associates, INC.Broker
December 2020 - November 2025 · 4 yrs 11 mos
Raymond James & Associates, INC.
October 2006 - November 2020 · 14 yrs 1 mo
Raymond James & Associates, INC.Broker
October 2006 - November 2020 · 14 yrs 1 mo
Raymond James & Associates, INC.
February 2003 - May 2005 · 2 yrs 3 mos
Raymond James & Associates, INC.Broker
July 1999 - May 2005 · 5 yrs 10 mos
Olde Discount CorporationBroker
October 1998 - July 1999 · 9 mos
State Registrations5 states
CAFLGAMDVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.