JR
Joshua Ramirez
PROTECTION POINT ADVISORS
Placentia, CA 92870
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CRD#: 8015538
JR
Professional summary
Joshua Ramirez is a registered financial advisor currently at PROTECTION POINT ADVISORS located in Placentia, California.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joshua has worked at 1 firm .
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.
California Estate Planning- 170 E. Yorba Linda Blvd. #212, Placentia, CA 92870; 04/2020- Present- Owner/Lawyer, not investment related; 40 hrs per week.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Ramirez'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
January 7, 2025 - Present
PROTECTION POINT ADVISORS
Office #1: 170 E. Yorba Linda Blvd. #212, Placentia, CA 92870RIA
CRD#: 291805
Placentia, CA
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".
PP
PROTECTION POINT ADVISORS
EAGLE WEST GROUP | PROTECTION POINT ADVISORS | MODERN ASSET PROTECTION PLANNING AKA M.A.P. PLANNING | EWG ELEVATE INC. | EAGLE WEST GROUP, INC.
CRD#: 291805 / SEC#: 801-113898
RIA
Registered Investment Advisory firm - (8/27/2018 Approved)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(1/7/2025)
Exams
Current Firm
PP
PROTECTION POINT ADVISORS
EAGLE WEST GROUP | PROTECTION POINT ADVISORS | MODERN ASSET PROTECTION PLANNING AKA M.A.P. PLANNING | EWG ELEVATE INC. | EAGLE WEST GROUP, INC.
CRD#: 291805 / SEC#: 801-113898
RIA
Registered Investment Advisory firm - (8/27/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3200 Douglas Blvd Ste. 305, Roseville, CA 95661
Mailing Address
Phone number
(916) 367-4540
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,620 |
| AUM (Assets Under Management) | $ 578,353,657 |
Red Flags
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