Joshua L Joseph Savoie
Investment Adviser Representative at Stone Wealth Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua L. Joseph Savoie is an investment adviser representative with Stone Wealth Partners LLC in Lafayette, LA, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Louisiana and Texas.
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:
- Louisiana, Texas
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.
- Ameriprise Financial Services, LLCFeb 2025 – Jun 2025Lafayette, LA
- Raconteur Story Writing Services LLCOct 2018 – Jan 2025Lafayette, LA
- Savvy Investments LLC d/b/a Savoie PublishingJul 2024 – Jan 2025Lafayette, LA
- Memorable Obituaries LLCSep 2021 – Jan 2025Lafayette, LA
- Leading Health Care of LouisianaJul 2023 – Jan 2024Lafayette, LA
- JPMorgan Chase BankSep 2017 – Oct 2018The Villages, FL
- IBERIABANK (Acquired by First Horizon Bank)Jan 2016 – Jun 2017Lafayette, LA
- Stone Wealth PartnersAug 2025 – no end date reportedLafayette, LA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Stone Wealth Partners LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.02
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
Stone Wealth Partners offers Asset Management, Financial Planning, Retirement Planning, Investment Planning, and Planning for Business Owners.
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:
- 7
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Lafayette, LA
- SEC file number:
- 801-129772
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Stone Wealth Partners LLC
6 other advisors in the directory
Similar advisors in Lafayette, LA
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 L Joseph Savoie 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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