Joshua Robert Hewlett
Investment adviser representative at Merit Financial Advisors
14 yearsExperience
2 statesRegistered in
$23.9BFirm assets
19 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 feeOther
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
14 years in the industry.
- Pks InvestmentsAug 2024 to now
- Merit Financial AdvisorsMay 2023 to now
- LPL Financial, LLCMay 2023 to Aug 2024
- Cambridge Investment Research, Inc.Mar 2022 to May 2023
- Fischer Insurance AgencyJan 2021 to Mar 2022
- Lycoming County PrisonJun 2020 to Dec 2020
- Lycoming County 911/ema - Emergency Management AgencyMar 2020 to Jun 2020
- Bearing & Drive SolutionsFeb 2018 to Aug 2018
- J & J Lawncare & LandscapingJan 2012 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (LA, PA).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 7520304
- Firm CRD
- 142457