Joshua Edward Tobias
Investment adviser representative at Edward Jones
2 yearsExperience
1 stateRegistered in
ChFC®Designation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
2 years in the industry.
- Edward JonesNov 2017 to now
- KforceJul 2017 to Nov 2017
- Bankers Life and CasualtyNov 2016 to Jul 2017
- Anheuser Busch InbevMay 2015 to Jan 2017
- Edward Jones Family YmcaApr 2015 to Dec 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6541430
- Firm CRD
- 250