Joshua Lewis Chambers
Investment adviser representative at Mariner
15 yearsExperience
1 stateRegistered in
$125.4BFirm assets
20 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
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- MarinerMar 2022 to now
- Mariner Platform SolutionsMar 2022 to now
- Mariner Wealth AdvisorsMar 2022 to now
- AdviceperiodJul 2021 to Mar 2022
- AdviceperiodMar 2021 to Jun 2021
- Signature Estate & Investment AdvisorsNov 2020 to Mar 2021
- Monarch Business & Wealth ManagementJan 2019 to Apr 2020
- Fresh Corn GrillSep 2018 to Apr 2020
- StudentAug 2011 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 7317195
- Firm CRD
- 140195