JU
JU

Joseph Ushio

22 Years of Experience
Seattle, WA

Joseph Ushio is a registered investment advisor at Ikigai Wealth, based in Seattle, WA, with 22 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1201 3rd Avenue, #2200, Seattle, WA, 98101

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Joseph is the Principal of GvG17 LLC DBA Ikigai Lab, where he delivers coaching, consulting, and experiential retreats, dedicating a few hours per week. He also serves as President and Chief Ikigai Officer of Connect3x, Public Benefit Corporation, focusing on organizational design and well-being solutions, taking nearly full-time hours.

Employment History
Current Registrations
Ikigai Wealth
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Russell Investments Financial Services, LLCBroker
July 2009 - July 2017 · 8 yrs
Russell Investments
June 2007 - May 2008 · 11 mos
Russell Investment Group
January 2005 - June 2007 · 2 yrs 5 mos
Russell Fund Distributors, INC., Part of Russell InvestmentsBroker
October 2004 - May 2008 · 3 yrs 7 mos
Strong Capital Management INC
January 2003 - October 2004 · 1 yr 9 mos
Strong Investments, INC.Broker
September 2000 - October 2004 · 4 yrs 1 mo
State Registrations1 state
WA
Advisor

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.
Joseph Ushio - Financial Advisor | TrueAdvisor