Joshua Bennett Burgess
Investment Adviser Representative at Peace OF MIND Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Bennett Burgess is an investment adviser representative with Peace of MIND Wealth Management in Raleigh, NC, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Choreo, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Choreo, LLCFeb 2022 – Apr 2024Charlotte, NC
- RSM US Wealth Management LLCJun 2021 – Feb 2022Charlotte, NC
- Western Carolina UniversityAug 2020 – Dec 2020Cullowhee, NC
- RSM US Wealth Management LLCJan 2021 – May 2021Charlotte, NC
- RSM US Wealth Management LLCJul 2020 – Aug 2020Charlotte, NC
- Arby'sMar 2020 – Jul 2020Stow, OH
- Western Carolina UniversityAug 2019 – Mar 2020Cullowhee, NC
- Practical Financial PlanningMay 2019 – Aug 2019Rocky River, OH
- Western Carolina UniversityAug 2018 – May 2019Cullowhee, NC
- Arby'sMay 2018 – Aug 2018Stow, OH
- Dollar GeneralFeb 2018 – May 2018Sylva, NC
- Western Carolina UniversityJul 2017 – May 2018Cullowhee, NC
- Arby'sJun 2016 – Jul 2017Canfield, OH
- Western Carolina UniversityAug 2019 – May 2020Cullowhee, NC
- Western Carolina UniversityAug 2020 – May 2021Cullowhee, NC
- Heartland Christian SchoolAug 2003 – May 2017Columbiana, OH
- Peace OF MIND Wealth ManagementMay 2024 – no end date reportedRaleigh, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Peace OF MIND Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investments, income planning, taxes, estate planning, and health care planning delivered through a proprietary 'one team, one plan, one fee' system called the Peace of Mind Pathway™, which includes three phases: Peace of Mind Roadmap, Peace of Mind Implementation, and Peace of Mind Nurture.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Raleigh, NC
- SEC file number:
- 801-122681
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Peace OF MIND Wealth Management
7 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Bennett Burgess has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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