Joshua B. Slevin

FJELL CAPITAL

Fargo, ND 58102

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CRD#: 6655549

Professional summary

Joshua B Slevin, who also goes by Joshua Brennan Slevin Mr., Joshua Slevin, is a registered financial advisor currently at FJELL CAPITAL located in Fargo, North Dakota.

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 65, Series 7TO, SIE and Series 99 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Brennan Slevin Mr. | Joshua Slevin

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 B Slevin's CRS (Customer Relationship Summary).

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

June 10, 2025 - Present

FJELL CAPITAL

Office #1: 27 10th Street North, Fargo, ND 58102

RIA

CRD#: 327541

Fargo, ND

Past

September 14, 2022 - April 11, 2025

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

May 4, 2017 - January 23, 2018

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

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".

FJELL CAPITAL

FJELL CAPITAL | FJELL CAPITAL, LLC

CRD#: 327541 / SEC#: 801-128577

RIA

Registered Investment Advisory firm - (8/15/2023 Approved)

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

North Dakota
(6/10/2025)

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 65

Date: 6/3/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/14/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/31/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 99

Date: 5/4/2017

Operations Professional Examination

Current Firm

FJELL CAPITAL

FJELL CAPITAL | FJELL CAPITAL, LLC

CRD#: 327541 / SEC#: 801-128577

RIA

Registered Investment Advisory firm - (8/15/2023 Approved)

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Contact information

Main Address

27 10th Street North, Fargo, ND 58102

Mailing Address

Phone number

(701) 491-7600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FJELL CAPITAL BROCHURE (6/3/2025)

Regulatory assets under management

Total Number of Accounts	638
AUM (Assets Under Management)	$ 157,181,843

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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Firm Stability Insights

Joshua B. Slevin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua B Slevin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

FJELL CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 6/3/2025

Series 7TO

Date: 9/14/2022

SIE

Date: 3/31/2022

Series 99

Date: 5/4/2017

Current Firm

FJELL CAPITAL

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FJELL CAPITAL

TRUST BUT VERIFY

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