Joshua
Ojeda
Polen Capital Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Joshua Ojeda is a financial advisor who works in Boca Raton, Florida. Ojeda is an employee of Polen Capital Management, LLC. Over the course of their career, Ojeda has held roles at Polen Capital Management, LLC, Foreside Funds Distributors LLC, Allele Capital Partners, Kanen Wealth Management, Value Drugs, University Of Tampa, Florida Atlantic University, Dada, Middle School and High School. Ojeda maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Polen Capital Management, LLC is a registered investment business headquartered in Boca Raton, FL. It has a total of 153 advisors. It controls $36 billion in assets under management across its 3,515 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 98 charities and foundations. Of its 3,515 customer accounts, 82% are associated with high-net-worth investors who have greater than $1 million in assets. Polen Capital Management, LLC provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees typically are based on which services the firm provides the client. Fees billed by Polen Capital Management, LLC can consist of some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Polen Capital Management, LLC Brokerage Details
$36,045,083,867
153
3,515
$10,254,647
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Joshua Ojeda Work History
Joshua has been registered as a financial advisor for 0 years.*
Polen Capital Management, LLC
Foreside Funds Distributors LLC
Allele Capital Partners
Kanen Wealth Management
Florida Atlantic University
Dada
University Of Tampa
Value Drugs
High School
Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Ojeda 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 Polen Capital Management, LLC
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
