Joshua Jones
Joshua Jones is a registered investment advisor at Gateway Wealth Partners, LLC, based in Gilbert, AZ, with 19 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,121 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gateway Wealth charges an annual fee based on the amount of your investments they manage. This fee can be up to 2.00% per year, depending on the size and composition of your portfolio, the services you receive, and who provides the services. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter. The firm may negotiate a lower fee based on factors like future earning potential or the amount of assets managed.
Location
4365 E Pecos Rd., Suite 138, Gilbert, AZ, 85295
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
Joshua operates his LPL business through Gateway Financial Partners and provides investment advisory services through Gateway Wealth Partners, spending nearly full-time on this activity. He also engages in non-variable insurance activities and has a business entity for tax/investment purposes.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Edward JonesBroker
Edward Jones
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations10 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.