Judd Marcus Arnold
Investment adviser representative at Josh Arnold Investment Consultant, LLC
11 yearsExperience
1 stateRegistered in
$142.1MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Pilgrim AdvisorsFeb 2025 to now
- Josh Arnold Investment Consultant, LLCMar 2020 to now
- Lake Cornelia Research Management, Inc.Jul 2020 to Feb 2025
- Neuberger Berman Bd LLCMar 2017 to Mar 2020
- Non-compete PeriodSep 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
Josh Arnold Investment Consultant, LLC
$142.1MAssets managed
256Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4488576
- Firm CRD
- 163088