Joshua Taffer
Joshua Taffer is a registered investment advisor at Signal Advisors Wealth, LLC, based in Ridgeland, MS, with 10 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,257 clients with $1.4B 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 | 2.00% |
Maximum annual advisory fee is 2.0%. Fees may vary based on the size of the account, number of accounts, complexity of the portfolio, extent of activity in the account, or other factors agreed upon. Fees are negotiable in certain circumstances.
Fee Estimator
Location
1062 Highland Colony Parkway, Suite 260, Ridgeland, MS, 39157
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Regulatory History (2)
Regulatory
May 2024Customer Dispute
October 2023Other Business ActivitiesSells Insurance
Joshua works as a financial advisor at Journey Wealth Strategies, focusing on insurance sales and services, dedicating nearly full-time hours to this role. He also coaches a soccer team for Mississippi Futbol Club for a few hours per week and owns Jesiolowski Taffer Consulting LLC, a business consulting and coaching firm, spending a few hours per week on this.
Employment History
Current Registrations
Signal Advisors Wealth, LLC
Previous Registrations
Ae Wealth Management, LLC
Ae Financial Services, LLCBroker
Apw Capital, INC.Broker
Sound Financial Strategies Group, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 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.