Joshua J. Jones
GATEWAY WEALTH PARTNERS
Gilbert, AZ 85295
Some features on this profile are disabled
CRD#: 5109143
Professional summary
Joshua Justun Jones, CFP®, ChFC®, CLU®, who also goes by Josh Justun Jones, Joshua J Jones, Josh Jones, is a registered financial advisor currently at GATEWAY WEALTH PARTNERS, LLC located in Gilbert, Arizona and LPL FINANCIAL LLC located in Gilbert, Arizona.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Joshua has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh Justun Jones | Joshua J Jones | Josh Jones
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)01/03/2025 - Gateway Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 01/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 2)01/03/2025 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 01/15/2025 - Gateway Financial Partners - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 01/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 06/11/2025 - Triple Jay Financial P.L.C. - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:06/16/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Justun Jones'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®
CFP®
Start date: 2017
Experience
Current
January 14, 2025 - Present
GATEWAY WEALTH PARTNERS, LLC
Office #1: 4365 E Pecos Rd. Suite 138, Gilbert, AZ 85295RIA
CRD#: 322789
Gilbert, AZ
Current
January 3, 2025 - Present
LPL FINANCIAL LLC
Office #1: 4365 E Pecos Rd Suitte 138, Gilbert, AZ 85295RIA
BD
CRD#: 6413
GILBERT, AZ
Past
October 21, 2016 - January 13, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Gilbert, AZ
Past
October 10, 2016 - January 13, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Gilbert, AZ
Past
April 27, 2012 - September 28, 2016
ALLSTATE FINANCIAL ADVISORS, LLC
RIA
CRD#: 109524
CHANDLER, AZ
Past
April 19, 2012 - September 28, 2016
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
CHANDLER, AZ
Past
October 1, 2010 - March 23, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CHANDLER, AZ
Past
September 30, 2010 - March 23, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CHANDLER, AZ
Past
May 27, 2009 - September 27, 2010
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
GILBERT, AZ
Past
May 15, 2009 - September 27, 2010
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
GILBERT, AZ
Past
March 3, 2008 - January 13, 2009
EDWARD JONES
RIA
CRD#: 250
GILBERT, AZ
Past
March 3, 2008 - January 13, 2009
EDWARD JONES
BD
CRD#: 250
GILBERT, AZ
Past
June 22, 2007 - March 3, 2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
SAN DIEGO, CA
Past
May 24, 2006 - March 3, 2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
SAN DIEGO, CA
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".
GW
GATEWAY WEALTH PARTNERS, LLC
ADVISORS' PRIDE | WEALTH GUARDIAN ADVISORS | UNION RETIREMENT | THORSEN WEALTH MANAGEMENT | PENNELL WEALTH ADVISORS | MCCLONE RETIREMENT ADVISORS | INTEGRATED WEALTH PARTNERS | HAGEN WEALTH MANAGEMENT | GATEWAY WEALTH PARTNERS, LLC | GATEWAY FINANCIAL PARTNERS, LLC | FORETHOUGHT PLANNING | FINANCIAL RESOURCE SERVICES | FINANCIAL ADVISORS INC. | BOBER WEALTH MANAGEMENT COMPANY
CRD#: 322789 / SEC#: 801-126635
RIA
Registered Investment Advisory firm - (9/26/2022 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/3/2025)
IAR
Arizona(1/14/2025)
RR
California(1/3/2025)
RR
Colorado(1/3/2025)
RR
Florida(1/3/2025)
RR
Illinois(1/3/2025)
RR
Nevada(1/3/2025)
RR
South Carolina(1/3/2025)
RR
Utah(1/3/2025)
RR
Washington(3/6/2025)
RR
Wisconsin(1/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GW
GATEWAY WEALTH PARTNERS, LLC
ADVISORS' PRIDE | WEALTH GUARDIAN ADVISORS | UNION RETIREMENT | THORSEN WEALTH MANAGEMENT | PENNELL WEALTH ADVISORS | MCCLONE RETIREMENT ADVISORS | INTEGRATED WEALTH PARTNERS | HAGEN WEALTH MANAGEMENT | GATEWAY WEALTH PARTNERS, LLC | GATEWAY FINANCIAL PARTNERS, LLC | FORETHOUGHT PLANNING | FINANCIAL RESOURCE SERVICES | FINANCIAL ADVISORS INC. | BOBER WEALTH MANAGEMENT COMPANY
CRD#: 322789 / SEC#: 801-126635
RIA
Registered Investment Advisory firm - (9/26/2022 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
100 W. Lawrence Street Suite 304, Appleton, WI 54911
Mailing Address
Phone number
(920) 731-9293
Established
Firm type
Fiscal year end
# of Employees
66
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,702 |
| AUM (Assets Under Management) | $ 1,249,772,416 |
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.
