Joshua Steven Konen
Investment adviser representative at Merit Financial Advisors
12 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 yearsFirm in business
Are you Joshua Steven Konen? Claim your profile
Contact this firm
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
12 years in the industry.
- Merit Financial AdvisorsAug 2024 to now
- Pks InvestmentsAug 2024 to now
- LPL Financial, LLCJun 2023 to Aug 2024
- Woodbury Financial Services IncDec 2014 to Jun 2023
- Reis Financial ServicesJul 2014 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 6378815
- Firm CRD
- 142457