Josh Neil Christian
Investment adviser representative at Savvy
12 yearsExperience
1 stateRegistered in
$5BFirm assets
4 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
- Seminars and workshops
Experience
12 years in the industry.
- SavvyAug 2026 to now
- Creativeone Securities, LLCApr 2025 to Aug 2026
- Edward JonesMar 2020 to Apr 2025
- Senior Select Insurance GroupDec 2018 to Mar 2020
- UberJun 2018 to Dec 2018
- Holly Hill AcademyAug 2017 to May 2018
- Trilogy At Ocala PreserveMay 2016 to Apr 2017
- Ocala Christian AcademyJul 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (SC).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 7236497
- Firm CRD
- 318493