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JB

Joshua J. Britton

FINANCIAL PARTNERS GROUP
Overland Park, KS 66210
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CRD#: 4731865
JB

Professional summary


Joshua John Britton is a registered financial advisor currently at FINANCIAL PARTNERS GROUP, INC. located in Overland Park, Kansas.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joshua has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

top-8-questions

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.
1)BRITTON FARMS, INC. LEWIS, KS. BEGAN 1/1995 AS OWNER/OCCUPANT-FARM INCOME WITH OIL AND GAS LEASES. DEVOTES 40 H/R- NONE DURING TRADING

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Joshua John Britton'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®
None

Experience


Current

November 29, 2017 - Present

FINANCIAL PARTNERS GROUP, INC.

Office #1: 10925 Antioch Road Suite 100, Overland Park, KS 66210
RIA
CRD#: 288644
Overland Park, KS
Past

December 3, 2014 - September 26, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
OVERLAND PARK, KS
Past

January 27, 2014 - September 26, 2017

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
OVERLAND, KS
Past

November 2, 2011 - February 9, 2012

FISHER INVESTMENTS

RIA
CRD#: 107342
CAMAS, WA
Past

June 11, 2007 - January 5, 2011

FINANCIAL ENGINES ADVISOR CENTER, LLC

RIA
CRD#: 109238
OVERLAND PARK, KS
Past

January 14, 2004 - April 18, 2005

WADDELL & REED

RIA
CRD#: 866
WICHITA, KS
Past

December 9, 2003 - April 18, 2005

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS

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".
FP
FINANCIAL PARTNERS GROUP, INC.
ARNONE FINANCIAL, LLC | FINANCIAL PARTNERS GROUP, INC.

CRD#: 288644 / SEC#: 801-111662

RIA
Registered Investment Advisory firm - (9/8/2017 Approved)
North Carolina
Registered Investment Advisory firm - (12/22/2023 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
Kansas
(11/29/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 4/17/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FP
FINANCIAL PARTNERS GROUP, INC.
ARNONE FINANCIAL, LLC | FINANCIAL PARTNERS GROUP, INC.

CRD#: 288644 / SEC#: 801-111662

RIA
Registered Investment Advisory firm - (9/8/2017 Approved)
North Carolina
Registered Investment Advisory firm - (12/22/2023 Terminated)
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Contact information


Main Address
10925 Antioch Road Suite 100, Overland Park, KS 66210
Mailing Address
Phone number
(913) 826-6982
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (23 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/16/2025)

Regulatory assets under management


Total Number of Accounts3,379
AUM (Assets Under Management)$ 973,306,348

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.

Company Information


FINANCIAL PARTNERS GROUP, INC.

CRD#: 288644Overland Park, KS 66210

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