Joshua Christian Schefers
Investment adviser representative at Valley Wealth Strategies, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm 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
Experience
15 years in the industry.
- LPL Financial LLCNov 2017 to now
- Valley Wealth Strategies, LLCApr 2017 to now
- Zuk Financial GroupOct 2011 to now
- National Planning CorporationOct 2011 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Valley Wealth Strategies, LLC
$1.4BAssets managed
4,055Clients
23Advisers
8 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
- 5234784
- Firm CRD
- 289737