Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
219 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$345.8M
Fee Structure
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Contact
Joshua James Hussong
Location
14607 San Pedro Ave., Suite 190, San Antonio, TX, 78232
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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.
Learn about disclosures →Employment History
Current Registrations
Financial Life Advisors
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Charles Schwab & CO., INC.
July 2013 - February 2024 · 10 yrs 7 mos
Charles Schwab & CO., INC.Broker
July 2013 - February 2024 · 10 yrs 7 mos
Citigroup Global Markets INC.
May 2012 - July 2013 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
January 2012 - July 2013 · 1 yr 6 mos
Nylife Securities LLCBroker
August 2010 - January 2012 · 1 yr 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Contact
Joshua James Hussong