JN
Joshua D. Natham
KENNETH E. BOONE WEALTH MANAGEMENT
OAKDALE, CA 95361
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CRD#: 7142616
JN
Professional summary
Joshua David Natham is a registered financial advisor currently at KENNETH E. BOONE WEALTH MANAGEMENT, LLC located in Oakdale, California.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joshua has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
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.
Insurance Producer Accident & Health or Sickness, Life Insurance Agent - License No: 0M36136 723 West F Street Oakdale, CA 95361 Investment Related Sole Proprietorship Issue Date of License 05/23/2018 Insurance License is used to provide insurance to clients that are under insured, including but not limited to Long Term Care Insurance or Life Insurance. Insurance is a cornerstone for financial planning. Duties include preparing and showing illustrations for clients, submitting applications for insurance, policy maintenance. Josh Is aware a conflict of interest exists with him being both a licensed insurance agent as well as an Investment Advisor/ Certified Financial Planner. Clients are under no obligation to act on my recommendations or to purchase any such products. Even if a client elects to act on recommendations, the client is under no obligation to implement financial plans or investments through my firm or its representatives. Joshua Natham and Kenneth E. Boone Wealth Management do not devote any given time to offering any insurance product for my clients. Only through the process of wealth planning and the needs of the client are these products offered.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua David Natham'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
July 1, 2019 - Present
KENNETH E. BOONE WEALTH MANAGEMENT, LLC
Office #1: 723 W "f" Street 16777, Oakdale, CA 95361RIA
CRD#: 111971
OAKDALE, 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
California(7/1/2019)
Current Firm
KE
KENNETH E. BOONE WEALTH MANAGEMENT, LLC
KENNETH E. BOONE | KENNETH E., BOONE WEALTH MANAGEMENT | KENNETH E. BOONE WEALTH MANAGEMENT, LLC | KENNETH E. BOONE ADVISORY SERVICES
CRD#: 111971 / SEC#:
California
Registered Investment Advisory firm - (2/27/1987 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
723 W "f" Street 16777, Oakdale, CA 95361
Mailing Address
Phone number
(209) 847-3700
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 205 |
| AUM (Assets Under Management) | $ 71,742,535 |
Red Flags
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Company Information
KENNETH E. BOONE WEALTH MANAGEMENT, LLC
CRD#: 111971Oakdale, CA 95361TRUST BUT VERIFY
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