JOSHUA JAY JERELE is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with SUMMIT WEALTH GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT WEALTH GROUP LLC | 2025-04-09 | present | Yes |
| COMMONWEALTH EQUITY SERVICES, LLC | 2021-12-01 | 2025-05-01 | — |
| MOSAIC FAMILY WEALTH, LLC | 2018-04-06 | 2021-12-15 | — |
| UBS FINANCIAL SERVICES INC. | 2015-07-20 | 2018-05-07 | — |