JW
Joshua J. Wells
BOUNTIFUL INVESTMENT MANAGEMENT LLC
Rumford, RI 02916
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CRD#: 4498004
JW
Professional summary
Joshua Jon Wells is a registered financial advisor currently at BOUNTIFUL INVESTMENT MANAGEMENT LLC located in Rumford, Rhode Island.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Joshua has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
APPOINTED WITH VARIOUS INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING INSURANCE PRODUCTS FOR MY CLIENTS AS NEEDED. DOING BUSINESS AS EUCLID FINANCIAL SERVICES LLC, WHICH IS INCORPORATED IN RI AND FOR WHICH I AM THE PROPRIETOR.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Jon Wells's 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®
NoneExperience
Current
December 21, 2022 - Present
BOUNTIFUL INVESTMENT MANAGEMENT LLC
Office #1: 225 Newman Ave Suite 303, Rumford, RI 02916RIA
CRD#: 281437
Rumford, RI
Past
June 8, 2010 - December 31, 2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
E. PROVIDENCE, RI
Past
August 12, 2005 - April 23, 2010
NYLIFE SECURITIES LLC
BD
CRD#: 5167
PROVIDENCE, RI
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".
BI
BOUNTIFUL INVESTMENT MANAGEMENT LLC
BOUNTIFUL INVESTMENT MANAGEMENT LLC | EUCLID WEALTH MANAGEMENT LLC | EUCLID WEALTH MANAGEMENT
CRD#: 281437 / SEC#: 801-129843
RIA
Registered Investment Advisory firm - (4/5/2024 Approved)Connecticut
Registered Investment Advisory firm - (6/24/2024 Terminated)Florida
Registered Investment Advisory firm - (6/14/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/14/2024 Terminated)Indiana
Registered Investment Advisory firm - (6/17/2024 Terminated)Massachusetts
Registered Investment Advisory firm - (6/14/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (6/18/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/18/2024 Terminated)Rhode Island
Registered Investment Advisory firm - (6/24/2024 Terminated)South Carolina
Registered Investment Advisory firm - (6/14/2024 Terminated)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
Massachusetts(12/21/2022)
IAR
Rhode Island(12/21/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
BI
BOUNTIFUL INVESTMENT MANAGEMENT LLC
BOUNTIFUL INVESTMENT MANAGEMENT LLC | EUCLID WEALTH MANAGEMENT LLC | EUCLID WEALTH MANAGEMENT
CRD#: 281437 / SEC#: 801-129843
RIA
Registered Investment Advisory firm - (4/5/2024 Approved)Connecticut
Registered Investment Advisory firm - (6/24/2024 Terminated)Florida
Registered Investment Advisory firm - (6/14/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/14/2024 Terminated)Indiana
Registered Investment Advisory firm - (6/17/2024 Terminated)Massachusetts
Registered Investment Advisory firm - (6/14/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (6/18/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/18/2024 Terminated)Rhode Island
Registered Investment Advisory firm - (6/24/2024 Terminated)South Carolina
Registered Investment Advisory firm - (6/14/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
225 Newman Ave Suite 303, Rumford, RI 02916
Mailing Address
Phone number
(401) 305-2626
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 956 |
| AUM (Assets Under Management) | $ 131,324,526 |
Red Flags
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Company Information
BOUNTIFUL INVESTMENT MANAGEMENT LLC
CRD#: 281437Rumford, RI 02916TRUST BUT VERIFY
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