Joshua Michael Damore
Investment adviser representative at Strive Financial Group, LLC
15 yearsExperience
3 statesRegistered in
$246.7MFirm assets
1 yearFirm 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Strive Financial Group, LLCSep 2024 to now
- Wellington Wealth Strategies LLC (trustwealth Strategies)Sep 2023 to now
- Trustwealth StrategiesAug 2021 to Aug 2023
- MML Investors ServicesMay 2019 to Aug 2021
- Mass Mutual Life Insurance CompanyAug 2018 to Aug 2021
- Assurance Technologies, Inc.Jul 2011 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (IL, IN, TX).
Strive Financial Group, LLC
$246.7MAssets managed
769Clients
11Advisers
1 yearIn 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
- 7029422
- Firm CRD
- 333298