Jerome, MI
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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 →Joshua is involved in several outside business activities. He co-owns J and E Development, LLC, is an owner of North Lakeside Partners, LLC, an insurance agent with GLP & Associates, a committee member of Lake Leann Property Owners Association, and an investment advisor representative with Asset Allocation Strategies, LLC. Joshua dedicates about a quarter of his time to life insurance and annuity sales.