Joshua Charles Peters
Investment adviser representative at Invst, LLC
16 yearsExperience
1 stateRegistered in
$1.6BFirm assets
10 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 assetsHourlyFixed or flat feeOther
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
16 years in the industry.
- Invst, LLCJul 2021 to now
- UnemployedNov 2020 to Jul 2021
- Boston Mountain Money ManagementMar 2019 to Nov 2020
- Cephas Fiduciary InvestmentsJun 2017 to Mar 2019
- Cloud Capital LLCNov 2010 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (IN).
Invst, LLC
$1.6BAssets managed
2,301Clients
26Advisers
10 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
- 5321503
- Firm CRD
- 282863