Joshua M. Humada

MONEY HOLISTICS

Houston, TX 77041

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CRD#: 6654596

Professional summary

Joshua Mason Humada, who also goes by Josh Mason Humada Mr., Joshua Mason Humada Mr., Joshua Mason Humada, Joshua Humada, is a registered financial advisor currently at MONEY HOLISTICS located in Houston, Texas.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joshua has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Mason Humada Mr. | Joshua Mason Humada Mr. | Joshua Mason Humada | Joshua Humada

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.

Licensed insurance professional [individual name/capacity]; not investment-related; same address; less than 10% of business time. Mr. Humada provides financial coaching (non-advisory) services through MoneyYogi LLC (a separate entity). This activity takes approximately 20% of Mr. Humada's total time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Mason Humada'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

August 12, 2022 - Present

MONEY HOLISTICS

Office #1: 5611 Campbell Rd, Houston, TX 77041

RIA

CRD#: 321221

Houston, TX

Past

April 3, 2017 - August 15, 2022

EDWARD JONES

RIA

CRD#: 250

Columbus, TX

Past

March 14, 2017 - August 15, 2022

EDWARD JONES

CRD#: 250

Columbus, TX

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

Texas
(8/12/2022)

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: 3/30/2017

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: 3/14/2017

General Securities Representative Examination

Current Firm

MONEY HOLISTICS

BOUNDLESS WEALTH LLC | MONEY HOLISTICS

CRD#: 321221 / SEC#:

Texas

Registered Investment Advisory firm - (8/12/2022 Approved)

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Contact information

Main Address

5611 Campbell Rd, Houston, TX 77041

Mailing Address

21014 White Rock Creek Drive, Cypress, TX 77433

Phone number

(832) 933-5959

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	210
AUM (Assets Under Management)	$ 22,000,000

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 M. Humada

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Mason Humada's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONEY HOLISTICS

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 3/30/2017

SIE

Date: 10/1/2018

Series 7

Date: 3/14/2017

Current Firm

MONEY HOLISTICS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MONEY HOLISTICS

TRUST BUT VERIFY

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