Joshua Adam Gardner
Advisor at Prosper Private Wealth — Mesa, AZ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
24 years
Location
Mesa, AZ 85206
Prosper Private Wealth
Supported
Joshua Gardner is a CFP® with 24 years of industry experience. He is currently an advisor at Prosper Private Wealth and has previously worked at Summit Global Investments and Fidelity, where he served in both advisory and brokerage roles. Prosper Private Wealth provides advisory services to individuals, high-net-worth clients, families, estates, trusts, and retirement plans, managing approximately $150.8 million. The firm employs a combination of strategic and tactical asset allocation with value investing and active strategies, including option strategies, and typically manages accounts on a discretionary basis.
Based on Prosper Private Wealth
Up to 2.00% annually based on assets under management; exact fee negotiable, with discretion to waive minimums and negotiate fees
Up to $450/hour, negotiable based on client and service complexity
Up to 20% performance fee on Option Strategy accounts in addition to up to 2% AUM fee; performance fees are negotiable
Account minimum: $1,000,000
Mesa, AZ
4140 E Baseline Road, Suite 101
Mesa AZ 85206
Advisors at this office
1
Arizona · Texas
24 years of industry experience
Prosper Private Wealth, LLC
2024 - Present • 2 years
Mesa, AZ
Summit Global Investments
2023 - 2025 • 2 years
Bountiful, UT
Fidelity Personal and Workplace Advisors
2018 - 2023 • 5 years
Boston, MA
FIDELITY Brokerage Services LLC
2013 - 2023 • 10 years
Tukwila, WA
PRUCO Securities, LLC.
2002 - 2013 • 11 years
UT
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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