JP
Joshua S. Pacheco
IP FINANCIAL ADVISORY SERVICES
Westport, MA 02790
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CRD#: 5865407
JP
Joshua Sousa PachecoIP FINANCIAL ADVISORY SERVICES
Professional summary
Joshua Sousa Pacheco, who also goes by Joshua S Pacheco, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Westport, Massachusetts and INNOVATION PARTNERS LLC located in Westport, Massachusetts.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Joshua has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Aliases
Joshua S Pacheco
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.) AXIS ADVISORS, LLC (INVESTMENT RELATED)- 09/2014 -INVESTMENT ADVISOR REPRESENTATIVE - VICE PRESIDENT - CONDUCT BUSINESS DURING TRADING HOURS - ASSIST CLIENTS WITH FINANCIAL PLANNING AND INVESTING - COMPENSATED BASED ON FEE BASED SERVICES. 2.) HSA INSURANCE; BRAINTREE, MA; START: 2012; AGENT; PROVIDE INDIVIDUALS AND GROUPS PRIVATE HEALTH INSURANCE OFFERED THROUGH LEADING CARRIERS 12 HRS/MON NOT DURING TRADING HOURS. 3.) CRUMP LIFE INSURANCE; HARRISBURG, PA; START 2012; OFFER SIMPLE TERM INSURANCE TO CLIENTS WHOM MAY REQUEST IT; 4 HRS/MON NOT DURING TRADING HOURS. 4.) FALLON COMMUNITY HEALTH PLAN; WORCESTER, MA; START 2013; PROVIDE GROUPS ONLY HEALTH INSURANCE THROUGH FCHP; 2 HRS/MON NOT DURING TRADING HOURS. 5.) 2018 to Present - Owner - Apartment Complex - Not Investment Related 6.) 2018 to Present - Owner - Furniture Store - Not Investment Related. 7. JOSHUA SOUSA PACHECO - PARTNER AT RENTAL PROPERTIES - 141-145 COUNTY STREET, NEW BEDFORD, MA - MANAGE MULTI-FAMILY RENTAL PROPERTIES AND TENANTS INHERITED FROM PARENTS - BUSINESS STARTED MARCH 20, 2108 - DURING AND OUTSIDE TRADING HOURS: 80 - EXPECTED TOTAL YEARLY COMPENSATION DERIVED FROM THE BUSINESS: 50%. 8. Name of Business: Creative One Marketing Investment-Related Nature: No Address of the Other Business: Westport, MA 02790 Nature of the Other Business: Fixed Annuity Business Position, Title, or Relationship: Agent Start Date of the Relationship: 2022 Approximate Number of Hours per Month Devoted: 4 hrs/month 9. Name of Business: Galeria Das Novidades Investment-Related Nature: No Address of the Other Business: New Bedford, MA 02744 Nature of the Other Business: Furniture Store Position, Title, or Relationship: Owner Start Date of the Relationship: 03/2018 Approximate Number of Hours per Month Devoted: 120 hrs/month 10. Name of Business: Garity Advantage Investment-Related Nature: No Address of the Other Business: Westport, MA 02790 Nature of the Other Business: United Healthcare Medicare Plans Position, Title, or Relationship: Agent Start Date of the Relationship: 01/2014 Approximate Number of Hours per Month Devoted: 4 hrs/month 11. Name of Business: Rental Property 133-135 County Street Investment-Related Nature: No Address of the Other Business: New Bedford, MA Nature of the Other Business: Rental Position, Title, or Relationship: Landlord Start Date of the Relationship: 01/2018 Approximate Number of Hours per Month Devoted: 8 hrs/month 12. Name of Business: Rental Property Investment-Related Nature: No Address of the Other Business: 5 Katherine St., New Bedford, MA 02744 Nature of the Other Business: Rental Position, Title, or Relationship: Landlord Start Date of the Relationship: 01/2018 Approximate Number of Hours per Month Devoted: 8 hrs/month 13. Name of Business: Mass Advisory Group Investment-Related Nature: Yes Address of the Other Business: Westport, MA 02790 Nature of the Other Business: DBA Position, Title, or Relationship: Owner Start Date of the Relationship: 02/2026 Approximate Number of Hours per Month Devoted: 120 hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Sousa Pacheco'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
January 27, 2026 - Present
IP FINANCIAL ADVISORY SERVICES LLC
Office #1: 909 State Rd, Westport, MA 02790RIA
CRD#: 305772
Westport, MA
Current
November 20, 2014 - Present
INNOVATION PARTNERS LLC
Office #1: 909 State Road , Ma 02790, United States, Westport, MA 02790RIA
BD
CRD#: 146344
WESTPORT, MA
Past
September 12, 2014 - June 18, 2026
AXIS WEALTH PARTNERS, LLC
RIA
CRD#: 167122
Westport, MA
Past
September 12, 2012 - September 11, 2014
CAPITAL ANALYSTS
RIA
CRD#: 162200
WESTPORT, MA
Past
June 1, 2012 - September 11, 2014
LINCOLN INVESTMENT
BD
CRD#: 519
WESTPORT, MA
Past
August 15, 2011 - June 1, 2012
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
WESTPORT, MA
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".
IF
IP FINANCIAL ADVISORY SERVICES LLC
DEEMER WEALTH MANAGEMENT | IP FINANCIAL ADVISORY SERVICES LLC | INNOVATION PARTNERS FINANCIAL SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
RIA
Registered Investment Advisory firm - (10/17/2019 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
Connecticut(1/2/2026)
RR
Florida(8/18/2016)
RR
Maine(6/11/2026)
RR
Massachusetts(11/20/2014)
IAR
Massachusetts(1/27/2026)
RR
Rhode Island(11/25/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
IP FINANCIAL ADVISORY SERVICES LLC
DEEMER WEALTH MANAGEMENT | IP FINANCIAL ADVISORY SERVICES LLC | INNOVATION PARTNERS FINANCIAL SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
RIA
Registered Investment Advisory firm - (10/17/2019 Approved)Loading...
Contact information
Main Address
5950 Fairview Road, Suite 140, Charlotte, NC 28210
Mailing Address
Phone number
(980) 326-3335
Established
Firm type
Fiscal year end
# of Employees
112
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
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
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772Westport, MA 02790TRUST BUT VERIFY
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