Joshua Jacobs Mccarthy
Investment adviser representative at Pacer Advisors, Inc.
9 yearsExperience
1 stateRegistered in
$41.8BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
9 years in the industry.
- Pacer Advisors, Inc.Sep 2025 to now
- Pacer Financial, Inc.Sep 2025 to now
- Lifepoint PlanningMar 2025 to Sep 2025
- Russell InvestmentsOct 2022 to Mar 2025
- Jackson National Life Distributors, LLCJun 2016 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Pacer Advisors, Inc.
$41.8BAssets managed
71Clients
21Advisers
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
- 6506755
- Firm CRD
- 137381