Joshua Michael Ford
Investment adviser representative at Esi Financial Advisors
21 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 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 feeCommissions
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
21 years in the industry.
- Equity Services, Inc.Jun 2025 to now
- National Life GroupMay 2025 to now
- UnemployedFeb 2025 to May 2025
- LPL Financial LLCSep 2022 to Feb 2025
- Thrivent FinancialFeb 2017 to Sep 2022
- Thrivent Investment Management IncJan 2017 to Sep 2022
- Triple Play SportsOct 2015 to Feb 2017
- Self-employedOct 2005 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 6724437
- Firm CRD
- 265