JK
Joshua R. Kehm
ENSIGN ADVISORY PARTNERS LLC
Gilbert, AZ 85297
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CRD#: 6247210
JK
Professional summary
Joshua R Kehm, who also goes by Joshua Richard Kehm, Joshua Kehm, is a registered financial advisor currently at ENSIGN ADVISORY PARTNERS LLC located in Gilbert, Arizona.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Joshua has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joshua Richard Kehm | Joshua Kehm
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) Ensign Partners; Investment related: No; Location: 111 E Rivulon Blvd Suite 103 Gilbert AZ 85297 USA; Description: Marketing organization to business owners that offers integrated services; Position Title: Partner; Responsibilities Duties: Find and attract business owners; Start date: 2023-03-01; Hours per month during trading hours: 16; Hours per month outside trading hours: 0. 2) Joshua Kehm - Independent Insurance Agent; Investment related: Yes; Location: 111 E Rivulon Blvd Suite 103 Gilbert AZ 85297 USA; Nature of Business: Insurance product sales; Position Title: Independent Insurance Agent; Responsibilities: Provides recommendations and advice on insurance products; Duties: Recommending and advising clients on insurance products; State date: 2014-01-14; Hours per month during and outside trading hours: 3-4. 3) Ensign Insurance Partners; Nature of Business: Selling life/health/LTD/property and casualty/commercial insurance; Location: 111 E Rivulon Blvd Suite 103 Gilbert AZ 85297 USA; Title: Partner; State date: 12/2024; Hours per month during and outside trading hours: 1. (4) Ensign Partners Foundation, Inc. Position: Director. Duties: Administrative and operational duties of the foundation; Location: 111 E Rivulon Blvd Suite 103 Gilbert AZ 85297 USA; State date: 07/2021; Hours per month during and outside trading hours: 1. (5) Gilbert Chamber of Commerce. Position: Finance Committee Member. Duties: Reviewing the chamber's expenses, income, and providing guidance on cash usage. 119 N Gilbert Rd #101, Gilbert, AZ 85234. State date: 07/2024; Hours per month during and outside trading hours: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua R Kehm'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
May 2, 2023 - Present
ENSIGN ADVISORY PARTNERS LLC
Office #1: 111 E. Rivulon Blvd. Suite 103b, Gilbert, AZ 85297RIA
CRD#: 325650
Gilbert, AZ
Past
April 11, 2019 - April 29, 2023
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
Scottsdale, AZ
Past
April 10, 2019 - April 29, 2023
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
Gilbert, AZ
Past
June 20, 2018 - March 22, 2019
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
PHOENIX, AZ
Past
June 18, 2018 - March 22, 2019
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
PHOENIX, AZ
Past
August 10, 2016 - December 15, 2016
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
Phoenix, AZ
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
Arizona(5/2/2023)
IAR
California(5/4/2023)
IAR
Texas(6/20/2023)
IAR
Utah(1/19/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EA
ENSIGN ADVISORY PARTNERS LLC
ENSIGN ADVISORY PARTNERS | ENSIGN ADVISORY PARTNERS LLC
CRD#: 325650 / SEC#:
Arizona
Registered Investment Advisory firm - (5/2/2023 Approved)California
Registered Investment Advisory firm - (5/4/2023 Approved)Texas
Registered Investment Advisory firm - (6/20/2023 Conditional Restricted)Utah
Registered Investment Advisory firm - (1/19/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 E. Rivulon Blvd. Suite 103b, Gilbert, AZ 85297
Mailing Address
Phone number
(602) 507-5991
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 686 |
| AUM (Assets Under Management) | $ 91,857,443 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
