Joshua Deaver
Joshua Deaver is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Staunton, VA, with 15 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 42,763 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum program fee is 2.50% annualized (up to 3.00% for certain Raymond James programs). Fees are fully negotiable between you and your investment advisor representative.
Fee Estimator
Location
119 S Agusta Street, Suite 101, Staunton, VA, 24401
Get directionsHistory
Regulatory History (1)
Criminal
March 2021Other Business Activities
Joshua is an independent contractor and financial advisor for Freedom Street Partners and owner of JADFS LLC, both support companies. He also owns NKD Towing, LLC, a tow company, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations28 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.
Exams
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