Joshua W. Cropp

HHM WEALTH ADVISORS

CHATTANOOGA, TN 37403

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CRD#: 5704984

Professional summary

Joshua Wayne Cropp, CFP®, who also goes by Josh Cropp, Joshua Cropp, is a registered financial advisor currently at HHM WEALTH ADVISORS, LLC located in Chattanooga, Tennessee.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Joshua has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Cropp | Joshua Cropp

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.

LICENSED INSURANCE AGENT. TAX PREPARER - HENDERSON, HUTCHERSON & MCCULLOUGH, PLLC SEASONAL TAX PREPARATION, 5 HOURS PER WEEK JAN - APRIL.NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Wayne Cropp'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: 2021

Experience

Current

June 2, 2017 - Present

HHM WEALTH ADVISORS, LLC

Office #1: 1181 King Street, Chattanooga, TN 37403

RIA

CRD#: 150843

CHATTANOOGA, TN

Past

March 23, 2015 - May 30, 2017

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CHATTANOOGA, TN

Past

January 26, 2015 - May 30, 2017

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CHATTANOOGA, TN

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".

HHM WEALTH ADVISORS, LLC

CRD#: 150843 / SEC#: 801-70419

RIA

Registered Investment Advisory firm - (8/7/2009 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

Tennessee
(6/2/2017)

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 66

Date: 3/23/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/30/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/26/2015

General Securities Representative Examination

Current Firm

HHM WEALTH ADVISORS, LLC

CRD#: 150843 / SEC#: 801-70419

RIA

Registered Investment Advisory firm - (8/7/2009 Approved)

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Contact information

Main Address

1181 King Street, Chattanooga, TN 37403

Mailing Address

Phone number

(423) 826-1670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HHM WEALTH ADVISORS, LLC (4/2/2025)

Regulatory assets under management

Total Number of Accounts	3,313
AUM (Assets Under Management)	$ 1,406,920,944

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2024	Cover Page	Report
01/18/2024	Cover Page	Report
01/03/2023	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.

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Joshua W. Cropp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Wayne Cropp's CRS (Customer Relationship Summary).

Certified licenses

Experience

HHM WEALTH ADVISORS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

HHM WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/23/2015

SIE

Date: 5/30/2017

Series 7

Date: 1/26/2015

Current Firm

HHM WEALTH ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HHM WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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