Joshua A. Iversen
Professional summary
Joshua Allen Iversen, who also goes by Jashua Allen IVersoen, is a registered financial advisor currently at SYZYGY FINANCIAL LLC located in Santa Ana, California.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Joshua has worked at 6 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Allen Iversen's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2011 - Present
SYZYGY FINANCIAL LLC
Office #1: 1851 East 1st Street Suite 900, Santa Ana, CA 92705September 3, 2010 - December 31, 2015
NPB FINANCIAL GROUP, LLC
September 2, 2010 - December 31, 2015
NPB FINANCIAL GROUP, LLC
December 31, 1997 - September 13, 2010
LPL FINANCIAL LLC
May 18, 1993 - September 13, 2010
LPL FINANCIAL LLC
March 2, 1990 - May 19, 1993
FSC SECURITIES CORPORATION
January 15, 1990 - February 8, 1990
BOARDWALK CAPITAL CORPORATION
April 18, 1989 - June 20, 1989
CAPITAL CLIENT GROUP, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2011)
Exams
Current Firm
SYZYGY FINANCIAL LLC
CRD#: 154896 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 244,513 |
Red Flags
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