JR
Joshua J. Robinson
WEST RIDGE ADVISORS
Gilbert, AZ 85296
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CRD#: 6473876
JR
Professional summary
Joshua James Robinson is a registered financial advisor currently at WEST RIDGE ADVISORS located in Gilbert, Arizona.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Joshua has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua James Robinson'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
April 15, 2022 - Present
WEST RIDGE ADVISORS
Office #1: 1425 S. Higley Rd., Gilbert, AZ 85296RIA
CRD#: 282718
Gilbert, AZ
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".
WR
WEST RIDGE ADVISORS
EVERGREEN CAPITAL MANAGEMENT | WEST RIDGE ADVISORS, LLC | WEST RIDGE ADVISORS | EVERGREEN CAPITAL MANAGEMENT LTD
CRD#: 282718 / SEC#: 801-118247
RIA
Registered Investment Advisory firm - (3/13/2020 Approved)Arizona
Registered Investment Advisory firm - (3/11/2021 Terminated)California
Registered Investment Advisory firm - (4/10/2021 Terminated)Nevada
Registered Investment Advisory firm - (4/14/2021 Terminated)Utah
Registered Investment Advisory firm - (3/11/2021 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
Arizona(4/15/2022)
Current Firm
WR
WEST RIDGE ADVISORS
EVERGREEN CAPITAL MANAGEMENT | WEST RIDGE ADVISORS, LLC | WEST RIDGE ADVISORS | EVERGREEN CAPITAL MANAGEMENT LTD
CRD#: 282718 / SEC#: 801-118247
RIA
Registered Investment Advisory firm - (3/13/2020 Approved)Arizona
Registered Investment Advisory firm - (3/11/2021 Terminated)California
Registered Investment Advisory firm - (4/10/2021 Terminated)Nevada
Registered Investment Advisory firm - (4/14/2021 Terminated)Utah
Registered Investment Advisory firm - (3/11/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1528 W. Warm Springs Rd #120, Henderson, NV 89014
Mailing Address
Phone number
(702) 547-9483
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,068 |
| AUM (Assets Under Management) | $ 268,069,576 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/29/2024 | ||
| 04/10/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
