JM
Joshua D. Mungavin
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
BELLEVUE, WA 98004
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CRD#: 5797091
JM
Professional summary
Joshua Daniel Mungavin, CFP® is a registered financial advisor currently at EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT located in Bellevue, Washington.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joshua has worked at 1 firm and has passed the Series 65 exam.
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.
SELF-EMPLOYED; MR. MUNGAVIN HAS AN AGREEMENT WITH MHN GOVERNMENT SERVICES TO GIVE FINANCIAL PRESENTATIONS TO MILITARY MEMBERS AT FREE CONFERENCES. THERE ARE NO FINANCIAL TRANSACTIONS THAT TAKE PLACE AND THE MILITARY MEMBERS ARE NOT GIVEN ANY PRODUCT RECOMMENDATIONS. MR. MUNGAVIN HAS NOT GIVEN A PRESENTATION YET, BUT HE HAS BEEN ENTERED IN THE "APPROVED LIST" AND MAY MAKE PRESENTATIONS IN THE FUTURE. THERE IS NO FORMAL ADDRESS OR BUSINESS, BUT IF MR. MUNGAVIN DOES MAKE A PRESENTATION HE WILL BE PAID FOR HIS TIME BY MHN GOVERNMENT SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Daniel Mungavin'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: 2010
Experience
Current
June 11, 2013 - Present
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
Office #1: 10900 Ne 4th Street Suite 2260, Bellevue, WA 98004Office #2: 4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146RIA
CRD#: 109698
BELLEVUE, WA
Past
June 10, 2011 - November 30, 2011
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
RIA
CRD#: 109698
CORAL GABLES, FL
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".
E&
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
EVENSKY & KATZ, INC. | EVENSKY, BROWN & KATZ | EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | EVENSKY & KATZ, LLC
CRD#: 109698 / SEC#: 801-60104
RIA
Registered Investment Advisory firm - (4/4/2001 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
Florida(6/11/2013)
IAR
Washington(7/27/2018)
Current Firm
E&
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
EVENSKY & KATZ, INC. | EVENSKY, BROWN & KATZ | EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | EVENSKY & KATZ, LLC
CRD#: 109698 / SEC#: 801-60104
RIA
Registered Investment Advisory firm - (4/4/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146
Mailing Address
Phone number
(305) 448-8882
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,522 |
| AUM (Assets Under Management) | $ 3,134,240,409 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 10/28/2024 | ||
| 01/25/2024 | ||
| 10/25/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
