Joshua D Chase
Investment adviser representative at Good Life Advisors, LLC
15 yearsExperience
1 stateRegistered in
$4.4BFirm assets
12 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
- Seminars and workshops
Experience
15 years in the industry.
- Good Life Advisors, LLCAug 2023 to now
- LPL Financial, LLCJun 2023 to now
- B. Riley Wealth Advisors, Inc.Jul 2022 to Jun 2023
- B.riley Wealth Management, Inc.Aug 2020 to Jun 2023
- Kingsview Asset ManagementMar 2013 to Aug 2020
- Kingsview FinancialMar 2011 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Good Life Advisors, LLC
$4.4BAssets managed
22,596Clients
76Advisers
12 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
- 6175958
- Firm CRD
- 171898