Joshua M. Chamberlain

CHAMBERLAIN FINANCIAL ADVISORS

Decatur, GA

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CRD#: 6905086

Professional summary

Joshua Masters Chamberlain, CFP®, who also goes by Josh Chamberlain, Joshua M. Chamberlain, is a registered financial advisor currently at CHAMBERLAIN FINANCIAL ADVISORS, INC. located in Decatur, Georgia.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joshua has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Josh Chamberlain | Joshua M. Chamberlain

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.

2017-Present: JB&JM Group, Inc./Not investment related/Decatur, GA/Business Operations Consulting/Principal/Involves 25% or more time each month, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Masters Chamberlain'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^®

Certified Financial Planner

Start date: 2021

Experience

Current

February 14, 2018 - Present

CHAMBERLAIN FINANCIAL ADVISORS, INC.

RIA

CRD#: 292233

Decatur, GA

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

Georgia
(2/14/2018)

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: 12/12/2017

Uniform Investment Adviser Law Examination

Current Firm

CHAMBERLAIN FINANCIAL ADVISORS, INC.

CRD#: 292233 / SEC#:

Georgia

Registered Investment Advisory firm - (2/14/2018 Approved)

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Contact information

Main Address

Decatur, GA

Mailing Address

Phone number

(678) 938-0372

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	293
AUM (Assets Under Management)	$ 54,409,258

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Joshua M. Chamberlain

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Masters Chamberlain's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHAMBERLAIN FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2017

Current Firm

CHAMBERLAIN FINANCIAL ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHAMBERLAIN FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

Contact information

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