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JS

Joshua C. Studebaker

BJM FINANCIAL
DULUTH, GA 30096
Some features on this profile are disabled
CRD#: 7554770
JS

Professional summary

Joshua Charles Studebaker is a registered financial advisor currently at BJM FINANCIAL INC located in Duluth, Georgia.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Joshua has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

top-8-questions

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.
Fixed Insurance and Annuity Business. 10 hours per month, all during trading hours. Duties - sales of Fixed/ Traditional insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Charles Studebaker'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®
None

Experience

Current

February 6, 2025 - Present

BJM FINANCIAL INC

Office #1: 3675 Crestwood Parkway Suite 105, Duluth, GA 30096
RIA
CRD#: 322493
DULUTH, GA
Past

February 20, 2024 - December 31, 2024

BJM FINANCIAL INC

RIA
CRD#: 322493
Duluth, GA
Past

February 6, 2023 - February 27, 2024

49 FINANCIAL

RIA
CRD#: 319484
Atlanta, GA
Past

May 28, 2022 - January 10, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Atlanta, 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
(2/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/18/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/9/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/27/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/25/2022
Securities Industry Essentials Examination

Current Firm

BF
BJM FINANCIAL INC
BJM FINANCIAL INC

CRD#: 322493 / SEC#:

Georgia
Registered Investment Advisory firm - (2/6/2025 Approved)
Ohio
Registered Investment Advisory firm - (12/31/2024 Failure to Renew)
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Contact information

Main Address
3675 Crestwood Parkway Suite 105, Duluth, GA 30096
Mailing Address
Phone number
(678) 369-6229
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts10
AUM (Assets Under Management)$ 2,980,000

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.

Company Information

BJM FINANCIAL INC

CRD#: 322493Duluth, GA 30096

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