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Joshua Severn Hegland

Investment Adviser Representative at Sound VIEW Wealth Advisors Group, LLC

Savannah, GACRD #7286914Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
1

Professional summary

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

Joshua Severn Hegland is an investment adviser representative with Sound VIEW Wealth Advisors Group, LLC in Savannah, GA, where they have been registered since 2025. They have worked in the securities industry since 2020 and were previously registered with Cahaba Wealth Management, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Georgia and South Carolina.

Office

1 Skidaway Village Walk, Suite 201
Savannah, GA 31411

Advisors at this office: 8

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 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia, South Carolina

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 8/4/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sound VIEW Wealth Advisors Group, LLCCurrent
1/9/2025 – Savannah, GA
Cahaba Wealth Management, Inc.
8/18/2020 – 1/7/2025Atlanta, GA

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. Cahaba Wealth Management, Inc.
    Aug 2020 – Dec 2024Atlanta, GA
  2. Cahaba Wealth Management, Inc.
    Jan 2020 – Dec 2024Atlanta, GA
  3. LCG Associates
    May 2018 – Jan 2020Atlanta, GA
  4. Unemployed
    Sep 2016 – Apr 2018Statesboro, GA
  5. Sound View Wealth Advisors Group
    Dec 2024 – no end date reportedSavannah, GA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sound VIEW Wealth Advisors Group, 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's annual rate schedule by assets
  • Up to $499,9991.50%
  • $500,000 to $999,9991.25%
  • $1,000,000 to $1,999,9991.10%
  • $2,000,000 to $4,999,9990.95%

+5 more tiers on the firm profile

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 BusinessesPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
3
Main office:
Savannah, GA
SEC file number:
801-114892

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

Form ADV data as of March 29, 2026

View full firm profile

Other advisors at Sound VIEW Wealth Advisors Group, LLC

8 other advisors in the directory

View Sound VIEW Wealth Advisors Group, LLC firm profile

Similar advisors in Savannah, GA

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 Severn Hegland 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.

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