Joshua R. Kehm

ENSIGN ADVISORY PARTNERS LLC

Gilbert, AZ 85297

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CRD#: 6247210

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.

The advisor shows no other business activity.

Blog Corner

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®

None

Experience

Current

May 2, 2023 - Present

ENSIGN ADVISORY PARTNERS LLC

Office #1: 111 E. Rivulon Blvd. Suite 103b, Gilbert, AZ 85297

RIA

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.

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.

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)

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 66

Date: 8/28/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/2016

General Securities Representative Examination

Current Firm

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)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	686
AUM (Assets Under Management)	$ 91,857,443

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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Joshua R. Kehm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua R Kehm's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENSIGN ADVISORY PARTNERS LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

J. W. COLE ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2019

SIE

Date: 10/1/2018

Series 7

Date: 7/14/2016

Current Firm

ENSIGN ADVISORY PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENSIGN ADVISORY PARTNERS LLC

TRUST BUT VERIFY

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