Joshua J. Rose
Investment adviser representative at Advus Financial Partners, LLC
14 yearsExperience
1 stateRegistered in
$4BFirm assets
5 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Advus Financial Partners, LLCJun 2022 to now
- Oak Square Advisors, Inc.Oct 2018 to Jun 2022
- J.D.G. Associates, Inc. d/b/a Oak Square Insurance ServicesOct 2018 to Mar 2022
- J.D.G. Associates, Inc. d/b/a Frs PartnersFeb 2017 to Mar 2022
- Bencor, Inc.Mar 2015 to Dec 2018
- US Employee Benefits Services Group LLCMar 2015 to Dec 2018
- Planmember Securities CorporationFeb 2015 to Dec 2018
- US Retirement Partners (usrp)Jan 2015 to Dec 2018
- Gibson Truck WorldJul 2014 to Aug 2018
- Inclusiv dba Frs PartnersSep 2012 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Advus Financial Partners, LLC
$4BAssets managed
528Clients
11Advisers
5 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
- 5890372
- Firm CRD
- 311990