Joshua Andrew Kaplan
Investment adviser representative at Armstrong, Fleming & Moore, Inc.
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Commonwealth Financial NetworkDec 2020 to now
- Armstrong, Fleming & Moore, Inc.Jul 2020 to now
- Unemployed - Had Signed Contract With Afm, But Not Working YetMay 2020 to Jul 2020
- Wag!Jun 2019 to Jun 2019
- Mariner Wealth AdvisorsMay 2019 to Jul 2019
- Alpha Omega Wealth ManagementJun 2017 to Jul 2017
- Virginia TechAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, VA).
Armstrong, Fleming & Moore, Inc.
$1.3BAssets managed
551Clients
11Advisers
35 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
- 7279067
- Firm CRD
- 107347