Joshua Bennett Burgess
Investment adviser representative at Peace of Mind Wealth Management
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$283.3MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Peace of Mind Wealth ManagementMay 2024 to now
- Choreo, LLCFeb 2022 to Apr 2024
- Rsm US Wealth Management LLCJun 2021 to Feb 2022
- Rsm US Wealth Management LLCJan 2021 to May 2021
- Western Carolina UniversityAug 2020 to May 2021
- Rsm US Wealth Management LLCJul 2020 to Aug 2020
- Arby'sMar 2020 to Jul 2020
- Western Carolina UniversityAug 2019 to May 2020
- Practical Financial PlanningMay 2019 to Aug 2019
- Western Carolina UniversityAug 2018 to May 2019
- Arby'sMay 2018 to Aug 2018
- Dollar GeneralFeb 2018 to May 2018
- Western Carolina UniversityJul 2017 to May 2018
- Arby'sJun 2016 to Jul 2017
- Heartland Christian SchoolAug 2003 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Peace of Mind Wealth Management
Legal name: Pom Investment Strategies, LLC
$283.3MAssets managed
329Clients
8Advisers
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
- 7596644
- Firm CRD
- 317067