Joshua
Kendall
Mariner Wealth
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About this Advisor
Joshua Kendall is a financial advisor based in San Diego, California, working with Mariner Wealth. Joshua has previously held positions at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Deutsche Am Distributors, Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Bancwest Investment Services, Bank Of The West, Mariner Wealth Advisors, and Griffin Capital Securities, LLC. Joshua has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Joshua is part of Mariner Wealth, which operates out of San Diego, California. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Joshua Kendall Work History
Mariner Wealth Advisors
Bancwest Investment Services
Bank Of The West
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Griffin Capital Securities, LLC
Deutsche Am Distributors, Inc
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
Disclosures
Please visit the SEC profile of Joshua Kendall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Wealth
Villa Park, IL
Los Angeles, CA
Minneapolis, MN
Los Angeles, CA
Plano, TX
Sarasota, FL
Scottsdale, AZ
Saint Louis, MO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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