Joshua M. Mastel
TWENTY TWENTY INVESTMENT ADVISORS
Evans, GA
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CRD#: 6044548
Professional summary
Joshua Michael Mastel, CFP®, who also goes by Josh Mastel, is a registered financial advisor currently at TWENTY TWENTY INVESTMENT ADVISORS, LLC located in Evans, Georgia.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joshua has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh Mastel
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.
Seek No Further Farms, LLC. This is not an investment related business, located at 15697 Foster Mt. Road Willits, CA 95490. This is a small farm that recently planted a truffle orchard. I am an owner. I support operations and some book keeping. I started when it was created in Dec. 2015. I work less than 5 hours a week supporting the business.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Michael Mastel'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: 2019
Experience
Current
March 30, 2016 - Present
TWENTY TWENTY INVESTMENT ADVISORS, LLC
RIA
CRD#: 128086
Evans, GA
Past
August 2, 2012 - August 9, 2013
TEN CAPITAL WEALTH ADVISORS, LLC
RIA
CRD#: 159802
SPOKANE, WA
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".
TT
TWENTY TWENTY INVESTMENT ADVISORS, LLC
CANNABIS 401K | TWENTY TWENTY INVESTMENT ADVISORS,LLC | TWENTY TWENTY INVESTMENT ADVISORS, LLC | LAKE, JAY DEE | JAY LAKE INVESTMENT MANAGEMENT
CRD#: 128086 / SEC#: 801-131986
RIA
Registered Investment Advisory firm - (2/18/2025 Approved)Colorado
Registered Investment Advisory firm - (2/28/2025 Terminated)Idaho
Registered Investment Advisory firm - (2/24/2025 Terminated)Texas
Registered Investment Advisory firm - (2/24/2025 Terminated)Washington
Registered Investment Advisory firm - (3/24/2025 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
Colorado(5/8/2020)
IAR
Idaho(9/19/2019)
IAR
Texas(4/16/2016)
IAR
Washington(3/30/2016)
Current Firm
TT
TWENTY TWENTY INVESTMENT ADVISORS, LLC
CANNABIS 401K | TWENTY TWENTY INVESTMENT ADVISORS,LLC | TWENTY TWENTY INVESTMENT ADVISORS, LLC | LAKE, JAY DEE | JAY LAKE INVESTMENT MANAGEMENT
CRD#: 128086 / SEC#: 801-131986
RIA
Registered Investment Advisory firm - (2/18/2025 Approved)Colorado
Registered Investment Advisory firm - (2/28/2025 Terminated)Idaho
Registered Investment Advisory firm - (2/24/2025 Terminated)Texas
Registered Investment Advisory firm - (2/24/2025 Terminated)Washington
Registered Investment Advisory firm - (3/24/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Spokane, WA
Mailing Address
Po Box 30474, Spokane, WA 99223-3007
Phone number
(509) 892-3512
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 521 |
| AUM (Assets Under Management) | $ 123,393,615 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
