Joshua Adam Gardner
Investment adviser representative at Prosper Private Wealth
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$150.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Prosper Private Wealth, LLCAug 2024 to now
- Summit Global InvestmentsApr 2023 to Apr 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to Apr 2023
- Fidelity Brokerage Services LLCApr 2013 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Prosper Private Wealth
Legal name: Prosper Private Wealth, LLC
$150.8MAssets managed
51Clients
2Advisers
1 yearIn 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
- 4495410
- Firm CRD
- 333708