Josh A. Pollard
FERN FINANCIAL GROUP
MESA, AZ
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CRD#: 6692783
Josh Alan PollardFERN FINANCIAL GROUP
Professional summary
Josh Alan Pollard, CFP®, who also goes by Joshua Alan Pollard, is a registered financial advisor currently at FERN FINANCIAL GROUP, LLC located in Mesa, Arizona.
Josh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Josh has worked at 2 firms .
At a Glance
Always Fiduciary
Aliases
Joshua Alan Pollard
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.
Joshua Pollard is separately licensed as an independent insurance agent. 1. Renew Biotechnologies, LLC Address: 2315 West 700 South, Suite A-L, Pleasant Grove, UT 84062 Nature of Business: Biotechnology - Molecular diagnostics and R&D company Investment-Related: Yes Position / Title / Duties: Board Manager Duties include guiding the management team, voting on company decisions, and participating in the company's capital-raising committee. Start Date: 01/23/2024 Hours per Month: 4 hours Hours During Securities Trading Hours: 0 2. Fern Partners, LLC Address: 2724 E Menlo St, Mesa, AZ 85213 Nature of Business: Holding company for tax/estate purposes Investment-Related: No Position / Title / Duties: Statutory Agent; Manager Duties include oversee financials. Start Date: 11/01/2022 Hours per Month: Less than 1 hour Hours During Securities Trading Hours: 0 3. Pollard Partners, LLC Address: 2724 E Menlo St, Mesa, AZ 85213 Nature of Business: Holding company for tax and estate planning purposes Investment-Related: No Position / Title / Duties: Statutory Agent; Manager Duties include oversee financials. Start Date: 10/01/2022 Hours per Month: Less than 1 hour Hours During Securities Trading Hours: 0 4. Fern Consulting, LLC Address: 2724 E Menlo St, Mesa, AZ 85213 Nature of Business: Outsourced consulting services to small and medium-sized businesses Investment-Related: No Position / Title / Duties: Statutory Agent; Manager Duties include oversee financials. Start Date: 10/01/2024 Hours per Month: Less than 5 hours Hours During Securities Trading Hours: 0 5. Fern CFO, LLC Address: 322 Loges Ct, Lawrence, KS 66049 Nature of Business: Outsourced financial support to small and medium-sized businesses Investment-Related: No Position / Title / Duties: Manager Duties include oversee financials. Start Date: 06/01/2025 Hours per Month: Less than 5 hours Hours During Securities Trading Hours: 0 6. Deviate Partners, LLC Address: 2724 E Menlo St, Mesa, AZ 85213 Nature of Business: Holding company for fractional ownership of One Sports Global, LLC Investment-Related: No Position / Title / Duties: Statutory Agent; Manager Duties include oversee financials. Start Date: 07/01/2023 Hours per Month: Less than 1 hour Hours During Securities Trading Hours: 0 7. One Sports Global, LLC Address: 2724 E Menlo St, Mesa, AZ 85213 Nature of Business: Sports marketing agency representing athletes and brands Investment-Related: No Position / Title / Duties: Statutory Agent; Manager Duties include oversee financials. Start Date: 01/01/2023 Hours per Month: Less than 5 hours Hours During Securities Trading Hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view Josh Alan Pollard'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: 2019
Experience
Current
September 16, 2022 - Present
FERN FINANCIAL GROUP, LLC
RIA
CRD#: 322658
MESA, AZ
Past
December 11, 2019 - September 12, 2022
ONE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 114861
WESTLAKE VILLAGE, CA
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(9/16/2022)
IAR
California(10/24/2022)
IAR
Kansas(9/19/2022)
IAR
Missouri(2/18/2026)
IAR
Nevada(8/28/2024)
IAR
North Carolina(1/14/2026)
IAR
Texas(9/22/2022)
Exams
Current Firm
FF
FERN FINANCIAL GROUP, LLC
FERN FINANCIAL GROUP, LLC
CRD#: 322658 / SEC#:
Arizona
Registered Investment Advisory firm - (9/16/2022 Approved)California
Registered Investment Advisory firm - (10/24/2022 Approved)Kansas
Registered Investment Advisory firm - (9/19/2022 Approved)Missouri
Registered Investment Advisory firm - (2/18/2026 Approved)Nevada
Registered Investment Advisory firm - (8/22/2024 Approved)North Carolina
Registered Investment Advisory firm - (1/14/2026 Approved)Texas
Registered Investment Advisory firm - (9/22/2022 Approved)Loading...
Contact information
Main Address
Mesa, AZ
Mailing Address
2036 N Gilbert Rd Suite 2-602, Mesa, AZ 85203
Phone number
(480) 856-5800
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 89 |
| AUM (Assets Under Management) | $ 30,381,577 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
