Joshua
Markowski

Markowski Investments

CRD#6549370
Investment Advisor
in Tampa, FL

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About this Advisor

Joshua Markowski is a financial advisor based in Tampa, Florida, working with Markowski Investments. Joshua has previously held positions at Sarasota Christian School, Markowski Investments, Compass Financial Management LLC, and Westminster Financial Securities, Inc. Joshua has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Joshua is part of Markowski Investments, which operates out of Tampa, Florida. The firm has 6 offices and 9 employees. The firm manages assets totaling $325.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Markowski Investments includes asset-based and hourly fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Tampa, FL

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Markowski Investments Brokerage Details

Total Assets Under Management

$325,014,878

Total Number of Employees

9

Total Number of Accounts

1,534

Average Account Size

$211,874

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Joshua Markowski Work History

2020 - Present (4 years)

Compass Financial Management LLC

2016 - Present (8 years)

Markowski Investments

2016 - Present (8 years)

Westminster Financial Securities, Inc

2012 - 2015 (3 years)

Sarasota Christian School

Disclosures

Please visit the SEC profile of Joshua Markowski 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 Markowski Investments

Boyce Mcloud
Kingsland, TX
Joshua Markowski
Tampa, FL
Jonathan Mohoney
Tampa, FL
Timothy Walworth
Pinckney, MI
Anthony Cloutier
Freedom, NH
Lance Cherry
Murray, KY
Matthew Markowski
Tampa, FL
Michael Markowski
Tampa, FL

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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