JL
JL

Joshua William Levitus

2 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

One Airport Place, Suite 3, Princeton, NJ, 08540

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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 Activities

Joshua works as a financial advisor for New Century Financial Group, both directly and as a DBA. These roles together take up significantly more than full-time hours, involving client servicing, prospecting, and asset management.

Employment History
Current Registrations
Osaic Wealth, INC.
September 2024 - Present · 1 yr 5 mos
Osaic Wealth, INC.Broker
July 2023 - Present · 2 yrs 7 mos
New Century Financial Group, LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Mcadam LLC
February 2023 - June 2023 · 4 mos
State Registrations18 states
CACOCTFLGAILMAMDMNNCNJNYPASCTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.