Joshua James Mogush
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Power of Attorney for Robert and Stacey FunkJan 2025 to now
- Avantax Advisory ServicesJul 2015 to Sep 2025
- H&r BlockNov 2014 to Jan 2018
- Avantax Insurance Agency, LLCSep 2014 to Sep 2025
- Avantax Investment Services, Inc.Sep 2014 to Sep 2025
- Saddleback Valley InsuranceSep 2014 to Apr 2019
- Leivas Tax Wealth ManagementSep 2014 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 4676014
- Firm CRD
- 105644