Joshua A. Mason

WBH ADVISORY

Baltimore, MD 21208

Some features on this profile are disabled

CRD#: 2594497

Professional summary

Joshua Akeroyd Mason, CFP®, who also goes by Jake Mason, is a registered financial advisor currently at WBH ADVISORY, INC. located in Baltimore, Maryland.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Joshua has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Mason

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

WAYPOINT CONSULTING GROUP, NOT INVESTMENT-RELATED, 6345 WOODSIDE CT, SUITE 202, COLUMBIA, MD 21046; FORMER BUSINESS THAT IS BEING WOUND DOWN AFTER ASSETS WERE SOLD TO CONGRESS WEALTH MANAGEMENT; PARTNER, 0 HOURS PER MONTH; NO DUTIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Akeroyd Mason's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

September 3, 2021 - Present

WBH ADVISORY, INC.

Office #1: 1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

RIA

CRD#: 105289

Baltimore, MD

Past

April 19, 2021 - September 9, 2021

CW ADVISORS, LLC

RIA

CRD#: 310873

COLUMBIA, MD

Past

April 3, 2007 - May 17, 2021

PINNACLE ADVISORY GROUP, INC.

RIA

CRD#: 107757

COLUMBIA, MD

Past

September 26, 2005 - March 2, 2007

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

GAITHERSBURG, MD

Past

July 18, 2005 - March 2, 2007

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

GAITHERSBURG, MD

Past

October 20, 2000 - July 7, 2005

SENTINEL FINANCIAL SERVICES COMPANY

CRD#: 31175

MONTPELIER, VT

Past

October 28, 1996 - October 19, 2000

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

BOSTON, MA

Past

May 17, 1995 - November 5, 1996

SYMETRA SECURITIES, INC.

CRD#: 739

BELLEVUE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WBH ADVISORY, INC.

WAGNER BOWMAN MANAGEMENT CORP | WBH ADVISORY, INC. | WAGNER CAPITAL MANAGEMENT CORP

CRD#: 105289 / SEC#: 801-27973

RIA

Registered Investment Advisory firm - (10/3/1986 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(9/3/2021)

IAR

Texas
(10/26/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/2/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/16/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/17/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/16/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/13/1999

General Securities Principal Examination

Current Firm

WBH ADVISORY, INC.

WAGNER BOWMAN MANAGEMENT CORP | WBH ADVISORY, INC. | WAGNER CAPITAL MANAGEMENT CORP

CRD#: 105289 / SEC#: 801-27973

RIA

Registered Investment Advisory firm - (10/3/1986 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

Mailing Address

Phone number

(410) 653-7979

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV, PART II (3/11/2025)

Regulatory assets under management

Total Number of Accounts	2,149
AUM (Assets Under Management)	$ 1,488,849,669

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/10/2025	Cover Page	Report
09/26/2024	Cover Page	Report
10/26/2023	Cover Page	Report
12/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Brian Mckinney

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Gary Williams

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joshua A. Mason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Akeroyd Mason's CRS (Customer Relationship Summary).

Certified licenses

Experience

CW ADVISORS, LLC

PINNACLE ADVISORY GROUP, INC.

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

SENTINEL FINANCIAL SERVICES COMPANY

SIGNATOR FINANCIAL SERVICES, INC.

SYMETRA SECURITIES, INC.

Primary Firm SEC Registration

WBH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2005

Series 63

Date: 5/16/1995

Series 7

Date: 1/17/1999

Series 6

Date: 5/16/1995

Series 24

Date: 2/13/1999

Current Firm

WBH ADVISORY, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WBH ADVISORY, INC.

TRUST BUT VERIFY

Similar Advisors