AdFi
JL

Joshua Lee Rood

Investment Adviser Representative at Severin Investments LLC

St. Louis, MOCRD #7944083Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joshua Lee Rood is an investment adviser representative with Severin Investments LLC in St. Louis, MO, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida, Illinois, and Missouri.

Office

211 North Broadway, Suite 2925
St. Louis, MO 63102

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Illinois, Missouri

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/4/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Severin Investments LLCCurrent
10/14/2024 – St. Louis, MO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Severin Investments
    Oct 2024 – no end date reportedSaint Louis, MO
  2. Property Pros Painting
    Sep 2024 – Oct 2024Maryland Heights, MO
  3. Charles Schwab
    Jun 2024 – Sep 2024O'Fallon, MO
  4. Grays Painting
    May 2024 – Jun 2024Overland, MO
  5. Lewis and Clark Community College
    Dec 2023 – May 2024Godfrey, IL
  6. Severin Investments
    Jun 2023 – Dec 2023Saint Louis, MO
  7. Panera Bread
    Feb 2022 – Jun 2023Alton, IL
  8. Unemployed
    Dec 2021 – Feb 2022Alton, IL
  9. Jimmy Johns
    Jun 2021 – Dec 2021Saint Peters, MO
  10. Panera Bread
    Feb 2021 – Jun 2021Alton, IL
  11. Unemployed
    Nov 2020 – Feb 2021Alton, IL
  12. Little Caesars
    Apr 2020 – Nov 2020Alton, IL
  13. Taco Bell
    May 2019 – Apr 2020Saint Peters, MO
  14. Francis Howell North High School
    Aug 2017 – May 2019Saint Peters, MO
  15. Branwell Middle School
    Jan 2014 – Aug 2017Saint Peters, MO

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Severin Investments 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
  • Other
Firm account minimum
$500,000 (waivable)
Firm's annual rate schedule by assets
  • First $500,0002.00%
  • Next $500,0001.50%
  • Next $4 million1.10%
  • Over $5 million0.00%

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingOther Investment Advisers

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
2
Main office:
St. Louis, MO
SEC file number:
801-118181

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 12, 2026

View full firm profile

Other advisors at Severin Investments LLC

5 other advisors in the directory

View Severin Investments LLC firm profile

Similar advisors in St. Louis, MO

Other advisors whose filed branch office is in the same city.

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 Lee Rood 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched