TrueAdvisor
TrueAdvisor
JP
JP

Joshua Charles Peters

Invst, LLC
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
Invst, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,745 clients
Average Client Portfolio
$651K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None

Location

3625 E 96th St, Indianapolis, IN, 46240

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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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Employment History
Current Registrations
Invst, LLC
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Boston Mountain Money Management, INC.
February 2020 - December 2020 · 10 mos
Cephas Fiduciary Investments
August 2018 - April 2019 · 8 mos
Cloud Capital LLC
November 2011 - January 2020 · 8 yrs 2 mos
Braevest
April 2009 - May 2014 · 5 yrs 1 mo
Jonathan Roberts Advisory Group, INC.
March 2009 - November 2010 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2007 - December 2008 · 1 yr 6 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.