Joshua L joseph Savoie
Investment adviser representative at Stone Wealth Partners LLC
9 yearsExperience
2 statesRegistered in
$142.9MFirm assets
2 yearsFirm in business
Are you Joshua L joseph Savoie? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
9 years in the industry.
- Stone Wealth Partners LLCAug 2025 to now
- Ameriprise Financial Services, LLCFeb 2025 to Jun 2025
- Savvy Investments LLC d/b/a Savoie PublishingJul 2024 to Jan 2025
- Leading Health Care of LouisianaJul 2023 to Jan 2024
- Memorable Obituaries LLCSep 2021 to Jan 2025
- Raconteur Story Writing Services LLCOct 2018 to Jan 2025
- JPMorgan Chase BankSep 2017 to Oct 2018
- Iberiabank (acquired By First Horizon Bank)Jan 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Stone Wealth Partners LLC
$142.9MAssets managed
375Clients
7Advisers
2 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
- 8039993
- Firm CRD
- 308429