JO
JO

Joshua Davis Osmond

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,384 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
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Location

3333 N Digital Drive, #700, Lehi, UT, 84043

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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 works as an analyst in investment management, dedicating full-time hours. He is also a life insurance agent since November 2023, spending a few hours per week on insurance sales.

Employment History
Current Registrations
Drive Wealth Advisers
July 2024 - Present · 1 yr 7 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Joshua Davis Osmond - Financial Advisor | TrueAdvisor