Joshua Rienks is a registered investment advisor at Edward Jones, based in Granite Bay, CA, with 20 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
9700 Village Center Drive, Suite 150, Granite Bay, CA, 95746-0000
Get directionsHistory
Regulatory History (9)
Financial
January 2024Financial
September 2023Financial
June 2023Financial
March 2023Financial
August 2022Financial
November 2021Financial
September 2021Financial
January 2020Financial
November 2019Other 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
Edward JonesBroker
Previous Registrations
Franklin Distributors, LLCBroker
Franklin Templeton Financial Services CORP.Broker
Franklin/templeton Distributors, INC.Broker
Advisors Asset Management, INC.Broker
Advisors Asset Management, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations6 states
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.