JW
CFP
JW
CFP

Joshua Anthony Winter

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
1,963 clients
Average Client Portfolio
$377K average
Assets Under Management
$740.0M

Fee Structure

Minimum Investment:$25K
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Location

120 E Uwchlan Avenue, Suite 201, Exton, PA, 19341

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Joshua is a multiline insurance agent affiliated with Horace Mann Service Corp., offering various insurance products. He also serves as a board member for both the West Chester Education Foundation and the Downingtown Education Foundation, dedicating minimal time to each.

Employment History
Current Registrations
Bcg Securities, INC.Broker
July 2025 - Present · 7 mos
Bcg Securities, INC.
July 2025 - Present · 7 mos
Horace Mann Investors, INC.
December 2015 - Present · 10 yrs 2 mos
Horace Mann Investors, INC.Broker
August 2008 - Present · 17 yrs 6 mos
State Registrations5 states
DEFLMDPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Joshua Anthony Winter - Financial Advisor | TrueAdvisor