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Detailed Report
Joshua Daniel Robinson
Josh Daniel Robinson, Josh Robinson
CRD#: 7219347
IA
Investment Adviser
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Previous Broker
AE WEALTH MANAGEMENT, LLCCRD#: 282580 9726 Saint Joseph St
Leo, IN 46765
Registration History
20202021202220232024202520262 FIRMS2020 - 2022 (2 years)IAAE WEALTH MANAGEMENT, LLC (CRD# 282580)2022 - Present (2 years)
License(s)

State Registrations

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Indiana 7/6/2022
Current Registration(s)
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AE WEALTH MANAGEMENT, LLC (CRD#:282580)
9726 Saint Joseph St, Leo, IN 46765
Registered with this firm since 7/6/2022
Previous Registration(s)
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 05/05/2020 - 06/23/2022 EDWARD JONES (CRD#:250) Fort Wayne, IN
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 03/02/2020 - 06/23/2022 EDWARD JONES (CRD#:250) Fort Wayne, IN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.