Joshua Nunneley
Advisor at Edward Jones
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.
Location
Lewiston, MI 49756
Credentials
Series 63, Series 66
Industry experience
7 years
About
Joshua Nunneley is a financial advisor with Edward Jones in Lewiston, Michigan. He holds Series 63 and Series 66 licenses and has seven years of industry experience, including prior roles at JP Morgan Securities LLC and JPMorgan Chase Bank NA. Outside of his advisory work, he has ownership involvement in a local rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including managed solutions and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
4402 County Rd 612
Lewiston, MI 49756
Most active in
Joshua N has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Work history
Edward Jones
2020 - Present (6 years)
JP Morgan Securities LLC
2020 - 2020 (1 year)
JPMorgan Chase Bank NA
2018 - 2019 (1 year)
South Carolina Governor's School for Science and Mathematics
2017 - 2018 (1 year)
Alaska Christian College
2016 - 2017 (1 year)
Patriot Fireworks
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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