Joshua James Henslick
Investment adviser representative at Jdl Advisers
14 yearsExperience
19 statesRegistered in
$2.3BFirm assets
19 yearsFirm in business
Are you Joshua James Henslick? Claim your profile
Contact this firm
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.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Jdl AdvisersJun 2023 to now
- J. Derek Lewis & Associates, Inc.May 2023 to now
- Jh PotterySep 2017 to now
- StackcommerceJun 2022 to Dec 2022
- First Allied Securities, Inc.Jun 2021 to Sep 2021
- Asi Craft CenterJan 2019 to Apr 2023
- California Polytechnic State UniversitySep 2018 to Apr 2023
- NoneSep 2012 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 19 states (AR, AZ, CA, CO, ID, IL, KY, MI, MO, MT, NC, NM, NV, OR, PA, TX, UT, VA, WA).
Jdl Advisers
Legal name: J.derek Lewis & Associates, Inc.
$2.3BAssets managed
7,943Clients
12Advisers
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
- 7739269
- Firm CRD
- 122307