Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.
Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.
1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
|Name of Custodial Firm:||Charles Schwab|
|States Licensed in:||NC|
|Number of Years with Current Firm:||11|
|Qualifications & Memberships|
|Firm's Number of Clients:||9,480,515|
|Assets Managed by Firm:||$134,400,000,000|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Only financial professional|
Joined Financial Engines in 2005. Began his career in the financial services industry in 1998.
Successfully completed the Series 65 examination(s) administered by FINRA.
Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s).
Bachelor's degree in Finance from James Madison University.
Married to Chrissy. They have three children. Josh enjoys golfing, family, and financial matters.