Joshua
Mccarthy
Russell Investments
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About this Advisor
Joshua Mccarthy is a financial advisor based in Milwaukee, Wisconsin, working with Russell Investments. Joshua has previously held positions at Northwestern Mutual Financial, Mert's Specialty Meats, Jackson National Life Distributors, LLC, and Russell Investments. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington and Wisconsin. Currently, Joshua is part of Russell Investments, which operates out of Milwaukee, Wisconsin. The firm has 2 offices and 653 employees. The firm manages assets totaling $52.5 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Russell Investments includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Russell Investments Brokerage Details
$52,480,583,056
653
70,944
$739,747
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
- Pension consulting services
- Selection of other advisers
Joshua Mccarthy Work History
Russell Investments
Jackson National Life Distributors, LLC
Northwestern Mutual Financial
Mert'S Specialty Meats
Disclosures
Please visit the SEC profile of Joshua Mccarthy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Milwaukee, WI
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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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