Joshua J. Rose

ADVUS FINANCIAL PARTNERS

WINTER PARK, FL 32789

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CRD#: 5890372

Professional summary

Joshua J. Rose, AIF®, who also goes by Joshua J Rose, is a registered financial advisor currently at ADVUS FINANCIAL PARTNERS, LLC located in Winter Park, Florida.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joshua has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua J Rose

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua J. Rose'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 29, 2022 - Present

ADVUS FINANCIAL PARTNERS, LLC

Office #1: 631 W. Morse Blvd. Suite 115, Winter Park, FL 32789

RIA

CRD#: 311990

WINTER PARK, FL

Past

January 23, 2019 - August 25, 2022

OAK SQUARE ADVISORS

RIA

CRD#: 299591

WINTER PARK, FL

Past

September 25, 2018 - December 31, 2018

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

Winter Park, FL

Past

March 8, 2011 - December 31, 2018

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

Winter Park, 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".

ADVUS FINANCIAL PARTNERS, LLC

ADVUS FINANCIAL PARTNERS, LLC | WATCH HILL PARTNERS, LLC | FISCAL FITNESS

CRD#: 311990 / SEC#: 801-120458

RIA

Registered Investment Advisory firm - (3/5/2021 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
(7/29/2022)

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

Series 63

Date: 10/3/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/21/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/7/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVUS FINANCIAL PARTNERS, LLC

ADVUS FINANCIAL PARTNERS, LLC | WATCH HILL PARTNERS, LLC | FISCAL FITNESS

CRD#: 311990 / SEC#: 801-120458

RIA

Registered Investment Advisory firm - (3/5/2021 Approved)

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Contact information

Main Address

631 W. Morse Blvd. Suite 115, Winter Park, FL 32789

Mailing Address

Phone number

(407) 585-1160

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVUS BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,276
AUM (Assets Under Management)	$ 3,066,675,906

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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Advisor Monitoring

Firm Stability Insights

Joshua J. Rose

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua J. Rose's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAK SQUARE ADVISORS

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

Primary Firm SEC Registration

ADVUS FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/3/2018

Series 65

Date: 9/21/2018

SIE

Date: 10/1/2018

Series 6

Date: 3/7/2011

Current Firm

ADVUS FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVUS FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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