JP
JP

Joshua Allan Pick

23 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
5,619 clients
Average Client Portfolio
$640K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
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Location

639 Carle Avenue, Lewis Center, OH, 43035

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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 involved with Annuity Marketing Group and Aptus Marketing, both investment-related and involving insurance sales. He also serves on the advisory board for AthleteAgent, which is not investment-related; Joshua spends about a quarter of his time on Annuity Marketing Group and about 10-20% of his time on Aptus Marketing.

Employment History
Current Registrations
Simplicity Wealth
January 2025 - Present · 1 yr 1 mo
Aptus Wealth Management, LLC
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
Moloney Securities CO., INC.Broker
March 2010 - October 2016 · 6 yrs 7 mos
Wasserman & Associates, INC.Broker
November 2004 - December 2009 · 5 yrs 1 mo
Nationwide Investment Services CorporationBroker
February 2002 - June 2003 · 1 yr 4 mos
National Planning CorporationBroker
March 2001 - December 2001 · 9 mos
American Express Financial Advisors INC.Broker
August 2000 - December 2000 · 4 mos
Ids Life Insurance CompanyBroker
August 2000 - December 2000 · 4 mos
State Registrations3 states
NCOHTX
Advisor
Exams
No exam information available for this advisor.