Joshua Canales is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Hemet, CA, with 14 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
800 E Florida Ave, Hemet, CA, 92543
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is a business owner of Sigma Athletics Inc, a fitness apparel company, since 2020. He spends about a quarter of his time controlling inventory, designing technical specs, managing social media, and working with clothing manufacturers.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Citicorp Investment ServicesBroker
State Registrations1 state
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