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Joshua Lee Rood

Investment adviser representative at Severin Investments LLC
12 yearsExperience
3 statesRegistered in
$141.9MFirm assets
6 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

Experience

12 years in the industry.

  1. Severin Investments LLCOct 2024 to now
  2. Property Pros PaintingSep 2024 to Oct 2024
  3. Charles SchwabJun 2024 to Sep 2024
  4. Grays PaintingMay 2024 to Jun 2024
  5. Lewis and Clark Community CollegeDec 2023 to May 2024
  6. Severin InvestmentsJun 2023 to Dec 2023
  7. Panera BreadFeb 2022 to Jun 2023
  8. UnemployedDec 2021 to Feb 2022
  9. Jimmy JohnsJun 2021 to Dec 2021
  10. Panera BreadFeb 2021 to Jun 2021
  11. UnemployedNov 2020 to Feb 2021
  12. Little CaesarsApr 2020 to Nov 2020
  13. Taco BellMay 2019 to Apr 2020
  14. Francis Howell North High SchoolAug 2017 to May 2019
  15. Branwell Middle SchoolJan 2014 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 3 states (FL, IL, MO).

Severin Investments LLC

$141.9MAssets managed
235Clients
7Advisers
6 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
7944083
Firm CRD
166567
Advisor's SEC record (opens in a new tab)
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