JJ
Joshua James
ESSENTIAL INVESTING
PHOENIX, AZ 85032
CRD#: 8271130
Some features on this profile are disabled
JJ
Joshua JamesESSENTIAL INVESTING
Professional summary
Joshua James is a registered financial advisor currently at ESSENTIAL INVESTING located in Phoenix, Arizona.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Joshua has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua James'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
June 1, 2026 - Present
ESSENTIAL INVESTING
Office #1: 13802 N 32nd St #14, Phoenix, AZ 85032RIA
CRD#: 242790
PHOENIX, AZ
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
Arizona(6/1/2026)
Current Firm
EI
ESSENTIAL INVESTING
ESSENTIAL INVESTING | ESSENTIAL WEALTH MANAGEMENT, LLC | ESSENTIAL WEALTH MANAGEMENT
CRD#: 242790 / SEC#:
Arizona
Registered Investment Advisory firm - (6/25/2015 Approved)Texas
Registered Investment Advisory firm - (9/8/2021 Conditional Restricted)Loading...
Contact information
Main Address
13802 N 32nd St #14, Phoenix, AZ 85032
Mailing Address
Phone number
(602) 529-8925
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 259 |
| AUM (Assets Under Management) | $ 53,512,354 |
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.
