Joshua Daniel Ellis
Investment adviser representative at Sowell Management
10 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sowell ManagementAug 2026 to now
- Private Client Services, LLCAug 2026 to now
- Self EmployedAug 2016 to now
- Cambridge Investment Research Advisors, Inc.Oct 2020 to Aug 2026
- Cambridge Investment Research, Inc.Aug 2019 to Aug 2026
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 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
- 7168633
- Firm CRD
- 127145