Joshua Jon Beitel
Investment adviser representative at Signature Equity Partners, LLC
11 yearsExperience
2 statesRegistered in
$688.1MFirm assets
3 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
Experience
11 years in the industry.
- Signature Equity Partners, LLCSep 2023 to now
- Osaic Wealth, Inc.Aug 2023 to now
- Cambridge Investment Research Advisors, IncMay 2018 to Aug 2023
- Cambridge Investment Research, IncMay 2018 to Aug 2023
- Cetera Investment Advisers LLCJul 2015 to May 2018
- Cetera Investment Services LLCJul 2015 to May 2018
- Chemical BankJul 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Signature Equity Partners, LLC
$688.1MAssets managed
1,716Clients
34Advisers
3 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
- 5911459
- Firm CRD
- 327455