Joshua Lerma
Investment adviser representative at Hornor, Townsend & Kent, LLC
14 yearsExperience
1 stateRegistered in
$9BFirm assets
27 yearsFirm in business
Are you Joshua Lerma? 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
Experience
14 years in the industry.
- Hornor, Townsend & Kent, LLCOct 2025 to now
- Eagle Strategies LLCSep 2024 to Oct 2025
- Nylife Securities LLCJan 2019 to Oct 2025
- New York Life Insurance Co.Oct 2018 to Oct 2025
- ConnsAug 2018 to Nov 2018
- PrimericaMay 2017 to Jul 2018
- Fidelity&guaranty Life InsuranceMay 2017 to Jul 2017
- Straight Line ConstructionApr 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hornor, Townsend & Kent, LLC
$9BAssets managed
28,369Clients
466Advisers
27 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
- 7030629
- Firm CRD
- 4031