TrueAdvisor
TrueAdvisor
JR
JR

Joshua Rienks

Edward Jones
20 Years of Experience
Granite Bay, CA
9 DisclosuresBroker
View SEC Summary
View SEC Summary

Joshua Rienks is a registered investment advisor at Edward Jones, based in Granite Bay, CA, with 20 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9700 Village Center Drive, Suite 150, Granite Bay, CA, 95746-0000

Get directions

History

Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2024
Final
Financial
September 2023
Final
Financial
June 2023
Final
Financial
March 2023
Final
Financial
August 2022
Final
Financial
November 2021
Final
Financial
September 2021
Final
Financial
January 2020
Final
Financial
November 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joshua is the owner and artist at JDR Artworks since 2016, focusing on commissioned art and art shows. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Edward Jones
January 2025 - Present · 1 yr 9 mos
Edward JonesBroker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Franklin Distributors, LLCBroker
July 2021 - December 2024 · 3 yrs 5 mos
Franklin Templeton Financial Services CORP.Broker
July 2020 - July 2021 · 1 yr
Franklin/templeton Distributors, INC.Broker
February 2017 - July 2021 · 4 yrs 5 mos
Advisors Asset Management, INC.Broker
October 2014 - February 2017 · 2 yrs 4 mos
Advisors Asset Management, INC.
October 2014 - February 2017 · 2 yrs 4 mos
Ameriprise Financial Services, INC.
July 2010 - October 2014 · 4 yrs 3 mos
Ameriprise Financial Services, INC.Broker
June 2010 - October 2014 · 4 yrs 4 mos
Wells Fargo Investments, LLC
November 2005 - June 2010 · 4 yrs 7 mos
Wells Fargo Investments, LLCBroker
November 2005 - June 2010 · 4 yrs 7 mos
State Registrations7 states
AZCACOFLNCNVOR
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.
More Advisors
More financial advisors in Granite Bay, CA →All financial advisors in California →