Joshua Leber is a registered investment advisor, based in Mequon, WI, with 7 years of industry experience.
Location
1249 W. Liebau Road, Suite 201, Mequon, WI, 53092
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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.
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Joshua is an affiliate support person for O'Hare Wealth Management, dedicating minimal time to providing securities sales and advisory services support. He also works part-time as a pickleball instructor for the Grafton Parks and Recreation Department, spending a few hours per week teaching.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Russell Investments
Russell Investments Financial Services, LLCBroker
Wells Fargo Funds Distributor, LLCBroker
State Registrations23 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.