Joshua L. Norris
LEFLEUR FINANCIAL
Jackson, MS 39216
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CRD#: 6431628
Professional summary
Joshua Lee Norris, CFP® is a registered financial advisor currently at LEFLEUR FINANCIAL located in Jackson, Mississippi.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Joshua has worked at 1 firm .
Biography
Josh started his career with Ernst & Young in Memphis. Then in 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he created a sister financial advisory firm to complement the tax practice and provide comprehensive financial services to his clients. With this model, clients can make just one call to get the answer to all their financial questions.
Question & Answer
What are your service offerings?
Tax Planning
Investment Planning
Retirement Planning
Small Business Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
AUM
Business Owners
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Tax Planning
What is your minimum asset requirement?
100K
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.
OWNER OF A CPA FIRM, JOSHUA NORRIS, PLLC, WHICH IS NOT INVESTMENT RELATED. THE ADDRESS IS PO BOX 16974 JACKSON, MS 39236. IT IS A CPA FIRM THAT CONCENTRATES IN TAX. MANAGING MEMBER SINCE JANUARY 2011. CURRENTLY APPROX 30HRS/WK.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Lee Norris'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: 2014
Experience
Current
April 29, 2015 - Present
LEFLEUR FINANCIAL
Office #1: 2906 N State Street Suite 207, Jackson, MS 39216RIA
CRD#: 174156
Jackson, MS
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(4/29/2015)
Exams
Current Firm
LEFLEUR FINANCIAL
LEFLEUR FINANCIAL | LEFLEUR FINANCIAL, LLC | LEFLEUR FINANCIAL WEALTH MANAGEMENT, LLC
CRD#: 174156 / SEC#:
Mississippi
Registered Investment Advisory firm - (4/29/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2906 N State Street Suite 207, Jackson, MS 39216
Mailing Address
Po Box 16974, Jackson, MS 39236
Phone number
(601) 956-5600
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 49 |
| AUM (Assets Under Management) | $ 19,208,457 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LEFLEUR FINANCIAL
CRD#: 174156Jackson, MS 39216TRUST BUT VERIFY
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Contact information
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