JOSHUA E. JOHNSON

EVERNEST FINANCIAL ADVISORS | ASSOCIATE

Louisville, KY

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CRD#: 6167145

Professional summary

JOSHUA EUGENE JOHNSON is a registered financial advisor currently at EVERNEST FINANCIAL ADVISORS located in Louisville, Kentucky.

JOSHUA is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. JOSHUA has worked at 3 firms and has passed the Series 65 exam.

Biography

Joshua is an Associate in the Louisville office, where he works alongside advisors building, presenting, and implementing comprehensive financial plans for clients.

Prior to joining Cerity Partners, Joshua worked as an Intern for ARGI Financial Group, providing support to the firm’s financial advisors and investment team.

Joshua enjoys spending time with his wife and young son. A few of his hobbies includes fly-fishing, tennis, and many other sports and physical activities.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view JOSHUA EUGENE JOHNSON'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®

None

Education

Cedarville University

B.S. - Finance

Experience

Current

June 17, 2024 - Present

EVERNEST FINANCIAL ADVISORS

RIA

CRD#: 328161

Louisville, KY

Past

May 10, 2023 - March 15, 2024

CERITY PARTNERS LLC

RIA

CRD#: 151559

Louisville, KY

Past

April 11, 2022 - April 24, 2023

CERITY PARTNERS OCIO LLC

RIA

CRD#: 151916

LOUISVILLE, KY

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".

EVERNEST FINANCIAL ADVISORS

CRD#: 328161 / SEC#: 801-128908

RIA

Registered Investment Advisory firm - (10/30/2023 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

Indiana
(6/27/2024)

IAR

Kentucky
(6/17/2024)

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

IAR

Series 65

Date: 4/11/2022

Uniform Investment Adviser Law Examination

Current Firm

EVERNEST FINANCIAL ADVISORS

CRD#: 328161 / SEC#: 801-128908

RIA

Registered Investment Advisory firm - (10/30/2023 Approved)

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Contact information

Main Address

75 Executive Dr Suite B, Carmel, IN 46032

Mailing Address

Phone number

(317) 556-1015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERNEST ADV 2A 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,261
AUM (Assets Under Management)	$ 904,957,436

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

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JOSHUA E. JOHNSON

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view JOSHUA EUGENE JOHNSON's CRS (Customer Relationship Summary).

Certified licenses

Education

Cedarville University

Experience

EVERNEST FINANCIAL ADVISORS

CERITY PARTNERS LLC

CERITY PARTNERS OCIO LLC

Primary Firm SEC Registration

EVERNEST FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/11/2022

Current Firm

EVERNEST FINANCIAL ADVISORS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVERNEST FINANCIAL ADVISORS

TRUST BUT VERIFY

Contact information

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