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Joshua David John

Investment Adviser Representative at LJI WEALTH MANAGEMENT, LLC

Indianapolis, INCRD #4408231Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Indiana
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/24/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 9/26/2008
Series 66
Uniform Combined State Law Examination
Passed 7/26/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/18/2008
Series 7
General Securities Representative Examination
Passed 7/16/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.014
Source

LJI Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LJI WEALTH MANAGEMENT, LLCCurrent
12/7/2011Indianapolis, IN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View LJI WEALTH MANAGEMENT, LLC firm profile
About this profile

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 David John 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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