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Joshua Darwin

Investment adviser representative at Edward Jones
20 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed 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

20 years in the industry.

  1. Edward JonesFeb 2024 to now
  2. Strategic Financial Inc./crown Capital Securities, L.P.Apr 2022 to Dec 2023
  3. Insurance Solutions IncJul 2020 to Feb 2024
  4. U.P.S.May 2020 to Jul 2020
  5. StudentAug 2019 to May 2023
  6. NdscsMay 2019 to Aug 2019
  7. StudentSep 2006 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (ND, TX).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
7279529
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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