Josh Wurtsbaugh
Investment adviser representative at Edward Jones
18 yearsExperience
2 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
18 years in the industry.
- Edward JonesJul 2023 to now
- United Captain ServicesMar 2021 to Jul 2023
- Marinemax Fort MyersDec 2020 to Mar 2021
- The Boathouse of Cape CoralJul 2019 to Nov 2020
- Kingery Printing CompanyDec 2017 to Jul 2019
- United Graphics IncMar 2008 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 7775400
- Firm CRD
- 250