Joshua Walker Alpert

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Seminars and workshops

Experience

10 years in the industry.

1. Voya Financial Advisors, Inc.Jan 2026 to now
2. Fidelity InvestmentsJan 2025 to Dec 2025
3. UnemployedNov 2024 to Jan 2025
4. Pga Tour SuperstoreJun 2024 to Nov 2024
5. University of Massachusetts AmherstAug 2023 to Jun 2024
6. Fidelity InvestmentsJun 2023 to Aug 2023
7. UnemployedApr 2023 to Jun 2023
8. Universitat Autonoma De BarcelonaDec 2022 to Apr 2023
9. University of Massachusetts AmherstAug 2022 to Dec 2022
10. Tjx CompaniesJun 2022 to Aug 2022
11. University of Massachusetts AmherstAug 2021 to Jun 2022
12. Needham Parks and RecreationJun 2021 to Aug 2021
13. ContentmxMay 2021 to Aug 2021
14. University of MarylandAug 2020 to May 2021
15. Needham Parks and RecreationJun 2020 to Aug 2020
16. Needham High SchoolMar 2020 to Jun 2020
17. Boston Sports ClubDec 2019 to Mar 2020
18. Needham High SchoolAug 2018 to Dec 2019
19. The Cape ClubJun 2018 to Aug 2018
20. Needham High SchoolAug 2017 to Jun 2018
21. Sacconnesset Golf ClubJun 2017 to Aug 2017
22. Needham High SchoolAug 2016 to Jun 2017

Exams passed

• Series 63 · Uniform Securities Agent State Law2025
• Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 3 states (MA, NY, TX).

Voya Financial Advisors, Inc.

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

8035440

Firm CRD

2882