Joshua D. Robinson
Professional summary
Joshua Daniel Robinson, who also goes by Josh Daniel Robinson, Josh Robinson, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Fort Wayne, Indiana.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joshua has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Daniel Robinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 6, 2022 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 3925 Union Chapel Rd, Fort Wayne, IN 46845May 5, 2020 - June 23, 2022
EDWARD JONES
March 2, 2020 - June 23, 2022
EDWARD JONES
Primary Firm SEC Registration
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/6/2022)
(4/24/2025)
Exams
Series 7TO
Date: 3/2/2020
General Securities Representative ExaminationCurrent Firm
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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