JL
Joshua H. Leblanc
CETERA INVESTMENT ADVISERS LLC
BEAUMONT, TX
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CRD#: 6748108
JL
Professional summary
Joshua Harvey Leblanc, who also goes by Josh Leblanc, Joshua H Leblanc, Joshua Leblanc, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Beaumont, Texas and CETERA WEALTH SERVICES, LLC located in Beaumont, Texas.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Joshua has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh Leblanc | Joshua H Leblanc | Joshua Leblanc
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.
1) TEXAS SOCIETY OF CPA'S PAC COMMITTEE; PAC Committee Member; PAC Committee solicits funds from membership, and makes decisions on how much and what campaigns to support during primaries and general elections in the State of Texas; NIR; HRS 1; HRS 1; 07/02/2018; 14651 Dallas Pkwy, Suite 700, Dallas TX 75254; I contribute to discussions about how much to contribute to state legislator campaigns and make recommendations. 2) TEXAS SOCIETY OF CPA'S; Secretary; Officer of the Executive Board - Secretary; Nonprofit membership organization that represents CPA's in the State of Texas; NIR; HRS 12; HRS 12; 05/01/2023; 14651 Dallas Pkwy, Suite 700, Dallas TX 75254; Income Secretary of Executive Board - will attend executive board meetings, declare a quorum 3) EKC ADVISORS, PLLC; Affiliated Advisor, Managing Member; Affiliate advisor to wealth management services, principal; IR; HRS 90; HRS 80; 01/31/2022; 3440 Eastex Freeway, Beaumont TX 77703; As a tax partner of the CPA firm, i also serve as an affiliate advisor of EKC Advisors, LLP and am a principal 4)Southeast Texas Chapter of TXCPA; Regulatory and Legislative Committee Chairman; The chapter fundraises to provide scholarships to local accounting students, collects membership fees, provides high quality CPE for member CPA's; NIR; 3; 06/01/2018; 14651 Dallas Pkwy Dallas TX 75254; Key contact with legislators and representatives, PAC fundraising, delivering PAC checks to area legislators and representatives. 6)Southeast Texas Estate Planner's Council; Director at Large; Local area nonprofit networking association of attorneys, brokers, CPA's, wealth management advisors; NIR; 0; 06/01/2018; 3560 Delware Street Beaumont TX 77706; set dates for social gatherings and select locations and a speaker for nonqualified CPE. 7)BTX Peloton, Inc.; Director; nonprofit organization, support and promote health and safe environment for bicycling activities in the local community; NIR; 0; 12/01/2017; 3440 Eastex Freeway Beaumont TX 777031896; Director, board meetings, Treasurer - reconcile bank accounts and provide financial statements 8) Eastex Plaza, Inc.; Treasurer; Rental real estate holding company; IR; 3; 01/01/2016; 3440 Eastex Freeway Beaumont TX 777031896; Reconcile bank account monthly, prepare and sign distribution checks to shareholders, collect monthly rent payments for deposit 9) Texas Society of CPA's Nominations Committee; Vice Chair of Nominations Committee; The nominations committee reviews applications and nominations of leadership positions for the State Society of CPA's; NIR; 0; 06/01/2021; 14651 Dallas Pkwy Dallas TX 75254; makes a recommended slate of nominees to the board of directors for vote and approval at the annual meeting. 10) Edgar, Kiker & Cross, PC; Shareholder, Vice President; CPA Firm for individuals and businesses.; NIR; 130; 11/01/2008; 3440 Eastex Freeway Beaumont TX 77703; As an active CPA i supervise accounting and tax engagements, including signing financial statements, representing clients before taxing authorities, and signing tax returns 11) Texas Society of CPA's (1); Director at Large; CPA professional membership organization. They facilitate networking opportunities and support the profession of CPA's by offering things such as CPE.; NIR; 2; 06/01/2014; 14651 Dallas Pkwy Dallas TX 75254; Duties limited to Attend board meetings, vote on matters. I am one of 240 voting board members. 12) Texas Society of CPA's; Treasurer Elect; become familiar with all financial reporting of all entities of the Texas Society of CPA's.; NIR; 10; 05/01/2025; 14131 Midway Rd Addison TX 75001; 1. Serve on the Board of Directors; 2. Serve on the Leadership Council; 3. Serve on the Finance Committee; 4. Serve on the Compensation Committee; 5. Serve as an ex officio member on the Audit Committee; 6. Serve on the Strategic Planning Committee; 7. Serve as trustee for the TXCPA Insurance Trust; and 8. Submit a proposed annual budget to the incoming Board of Directors for approval
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Harvey Leblanc'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 3440 Eastex Freeway, Beaumont, TX 77703-1896RIA
CRD#: 105644
BEAUMONT, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3440 Eastex Freeway, Beaumont, TX 77703-1896BD
CRD#: 13572
BEAUMONT, TX
Past
January 9, 2023 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Beaumont, TX
Past
December 13, 2022 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BEAUMONT, TX
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(9/18/2025)
RR
Mississippi(9/18/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/13/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
