Joshua Wolinski
Investment adviser representative at Edward Jones
9 yearsExperience
3 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
9 years in the industry.
- Edward JonesMar 2024 to now
- UnemployedJan 2024 to Mar 2024
- Hamdan ResourcesDec 2022 to Jan 2024
- ArcfiledJan 2022 to Dec 2022
- George Washington UniversitySep 2020 to Jan 2022
- Roanoke CollegeAug 2017 to Sep 2020
- Randolph CollegeOct 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (TX, VA, WV).
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
- 7766907
- Firm CRD
- 250