JL
Joseph K. Loss
STRIVUS WEALTH PARTNERS LLC
Jacksonville Beach, FL 32250
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CRD#: 6929150
JL
Professional summary
Joseph Kleiman Loss, CFP® is a registered financial advisor currently at STRIVUS WEALTH PARTNERS LLC located in Jacksonville Beach, Florida.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joseph has worked at 3 firms .
Biography
Joey is a Financial Planning Associate. He completed his undergraduate degree in Applied Economic Management with an emphasis in Financial Planning from Virginia Tech. Upon graduation, Joey worked as an associate at a financial life planning firm in Arlington, Virginia where he was first exposed to comprehensive fee-only planning.
After briefly stepping away from financial planning to work as an analyst for a Fortune 500 company, he felt called back to comprehensive financial planning and joined Life Planning Partners in August of 2017. Joey is active in the Financial Planning Association (FPA) of Northeast Florida, serving as a member of the Executive Board for the region and as Chair of the FPA “NexGen” chapter, in which young financial planners share their experiences and insights as they grow within the profession.
Joey earned his CERTIFIED FINANCIAL PLANNER™ designation in March of 2018 and is committed to the team’s mission of improving the financial planning profession.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Tax Planning
Employee and Employer Plan Ben...
Education Planning
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
Insurance Related Issues
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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.
Joseph Loss is the Owner of Flow Strategic Consulting, LLC. This activity accounts for approximately 10% of his time during securities trading hours. Joseph Loss does not provide investment advice or work directly with clients in this role. Joseph Loss works as a contracted financial planner with Delegated Planning where he completed non-registered activities for the firm. This activity accounts for approximately 10% of his time during securities trading hours. Joseph Loss does not provide investment advice or work directly with clients in this role.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Kleiman Loss'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: 2018
Experience
Current
January 17, 2025 - Present
STRIVUS WEALTH PARTNERS LLC
Office #1: 1538 The Greens Way Suite 105, Jacksonville Beach, FL 32250RIA
CRD#: 173580
Jacksonville Beach, FL
Past
November 3, 2022 - April 25, 2025
FLOW FINANCIAL
RIA
CRD#: 322842
JACKSONVILLE, FL
Past
April 13, 2018 - May 25, 2022
LIFE PLANNING PARTNERS, INC.
RIA
CRD#: 129338
JACKSONVILLE, FL
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".
STRIVUS WEALTH PARTNERS LLC
STEVEN H VAN WIE LLC | VAN WIE FINANCIAL | STRIVUS WEALTH PARTNERS LLC
CRD#: 173580 / SEC#: 801-131967
RIA
Registered Investment Advisory firm - (2/12/2025 Approved)Florida
Registered Investment Advisory firm - (4/24/2025 Terminated)Louisiana
Registered Investment Advisory firm - (4/24/2025 Terminated)Texas
Registered Investment Advisory firm - (4/24/2025 Terminated)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
Florida(2/6/2025)
IAR
Texas(1/17/2025)
Exams
Current Firm
STRIVUS WEALTH PARTNERS LLC
STEVEN H VAN WIE LLC | VAN WIE FINANCIAL | STRIVUS WEALTH PARTNERS LLC
CRD#: 173580 / SEC#: 801-131967
RIA
Registered Investment Advisory firm - (2/12/2025 Approved)Florida
Registered Investment Advisory firm - (4/24/2025 Terminated)Louisiana
Registered Investment Advisory firm - (4/24/2025 Terminated)Texas
Registered Investment Advisory firm - (4/24/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1538 The Greens Way Suite 105, Jacksonville Beach, FL 32250
Mailing Address
Phone number
(904) 685-1505
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 486 |
| AUM (Assets Under Management) | $ 139,268,246 |
Red Flags
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Company Information
STRIVUS WEALTH PARTNERS LLC
CRD#: 173580Jacksonville Beach, FL 32250TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
