Joshua
Estes
&Partners
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About this Advisor
Joshua Estes is a financial advisor based in Nashville, Tennessee, working with &Partners. Joshua has previously held positions at Edward Jones, Tradebe Environmental Services, and &Partners, LLC. Joshua has passed the Series 66 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, Joshua is part of &Partners, which operates out of Nashville, Tennessee. The firm has 29 offices and 183 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at &Partners includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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&Partners Brokerage Details
$1,173,060,409
183
3,051
$384,484
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Joshua Estes Work History
&Partners, LLC
Edward Jones
Tradebe Environmental Services
Disclosures
Please visit the SEC profile of Joshua Estes 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 &Partners
Mounds View, MN
Nashville, TN
Nashville, TN
Saint Louis, MO
Moberly, MO
Sumter, SC
Nashville, TN
Nashville, TN
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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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.
