Joshua Anthony Edwards
Investment adviser representative at Intrua Financial
12 yearsExperience
1 stateRegistered in
$1.7BFirm assets
10 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Intrua FinancialJul 2025 to now
- LPL Financial, LLCApr 2025 to now
- LPL Enterprise, LLCNov 2024 to Apr 2025
- Pruco Securities, LLC.Aug 2024 to Nov 2024
- Beast Baseball LLCJan 2019 to Aug 2023
- Self EmployedApr 2014 to Aug 2024
- StudentJan 2014 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Intrua Financial
Legal name: Intrua Financial LLC
$1.7BAssets managed
3,380Clients
36Advisers
10 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
- 7972708
- Firm CRD
- 281554