Joshua Brett Rudolph

Employer firm

Slatestone Wealth LLC CRD 286669

$1.76B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2000 → Present
  Emerald Planning Group Llc
  Weston, FL
• 09/2018 → Present
  Emerald Benefits, Inc.
  Weston, FL
• 01/2024 → Present
  Slatestone Wealth, Llc
  Jupiter, FL

Other Businesses

Emerald Planning Group, not investment related, 2700 S Commerce Pkwy, Weston, Fl 33331, Insurance Agent, President, 02/2000, 10 hours monthly during trading hours Emerald Benefits LLC - not investment related, 2700 S Commerce Pkwy, Weston, Fl 33331, Employee Benefits Solicitor, Owner, 09/2018, 4 hours monthly during trading hours

Designations

• Certified Financial Planner

Other Names

• Joshua Brett Rodolph