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Joshua Julian De Los Santos

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
3,883 clients
Average Client Portfolio
$198K average
Assets Under Management
$767.4M

Fee Structure

Minimum Investment:$25K
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Location

Jerome, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Joshua is involved in several outside business activities. He co-owns J and E Development, LLC, is an owner of North Lakeside Partners, LLC, an insurance agent with GLP & Associates, a committee member of Lake Leann Property Owners Association, and an investment advisor representative with Asset Allocation Strategies, LLC. Joshua dedicates about a quarter of his time to life insurance and annuity sales.

Employment History
Current Registrations
Asset Allocation Strategies, LLC
February 2017 - Present · 9 yrs
Glp Investment Services, LLCBroker
July 2005 - Present · 20 yrs 7 mos
State Registrations10 states
AZCACOFLMIMOOHOKTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.