JT
Joshua R. Taff
NEW PERSPECTIVES
Ridgeland, MS 39157
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CRD#: 6009566
JT
Professional summary
Joshua Ryder Taff is a registered financial advisor currently at NEW PERSPECTIVES, INC. located in Ridgeland, Mississippi.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. 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.
Ryder Taff is a part owner of the firm, New Perspectives, Inc. An investment advisory of which he is a registered representative.
Parents and Kids Magazine, Ryder Taff writes a personal finance column in this parenting magazine. This takes approximately one hour each month, typically not during trading hours. He has been writing for Parents and Kids Magazine since March 2013.
Ryder Taff also serves on the board of the CFA Society of Mississippi. The CFA Society serves its members, CFA Charter Holders in Mississippi, though social and professional meetings. This takes approximately 2 hours each month, not during trading hours.
Ryder Taff also serves on the board of the Mississippi School for Mathematics and Science Foundation. This is a foundation which supports the State of Mississippi's only residential high school for academically gifted high school students. He helps raise money for the foundation, contribute to policies and direct funding to the school. This takes approximately 2 hours each month, not during trading hours.
Ryder Taff is on the board of the Rotary Club of Madison Ridgeland. A position which takes approximately one hour each month not during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Ryder Taff'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 10, 2012 - Present
NEW PERSPECTIVES, INC.
Office #1: 303 Highland Park Cove Suite B, Ridgeland, MS 39157RIA
CRD#: 113925
Ridgeland, MS
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".
NP
NEW PERSPECTIVES, INC.
NEW PERSPECTIVES, INC.
CRD#: 113925 / SEC#: 801-112730
RIA
Registered Investment Advisory firm - (3/30/2018 Approved)Louisiana
Registered Investment Advisory firm - (4/9/2018 Terminated)Mississippi
Registered Investment Advisory firm - (4/5/2018 Terminated)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
Mississippi(1/10/2012)
Current Firm
NP
NEW PERSPECTIVES, INC.
NEW PERSPECTIVES, INC.
CRD#: 113925 / SEC#: 801-112730
RIA
Registered Investment Advisory firm - (3/30/2018 Approved)Louisiana
Registered Investment Advisory firm - (4/9/2018 Terminated)Mississippi
Registered Investment Advisory firm - (4/5/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 Highland Park Cove Suite B, Ridgeland, MS 39157
Mailing Address
Po Box 489, Tougaloo, MS 39174
Phone number
(601) 991-3158
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,091 |
| AUM (Assets Under Management) | $ 288,641,711 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
NEW PERSPECTIVES, INC.
CRD#: 113925Ridgeland, MS 39157TRUST BUT VERIFY
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