Joshua Richard Ervasti
Investment adviser representative at Commonwealth Financial Network
16 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 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 feeCommissions
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.
- Commonwealth Financial NetworkJan 2024 to now
- R2 Financial StrategiesFeb 2019 to now
- Commonwealth Financial NetworkFeb 2022 to Dec 2023
- Eagle Strategies LLCApr 2019 to Feb 2022
- 323 Financial SolutionsMar 2016 to Feb 2022
- Nylife Securities LLCApr 2010 to Feb 2022
- New York Life Insurance Co.Feb 2010 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 5763122
- Firm CRD
- 8032