Joshua Paul Walshe

Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• EQUITY RESEARCH SERVICES

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

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

Current Employers

Employment History

• 10/2008 → 09/2017
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 12/2015 → 09/2017
  First Command Advisory Services
  Fort Worth, TX
• 02/2018 → 04/2018
  Huber Financial Advisors, Llc
  Lincolnshire, IL
• 10/2017 → 01/2018
  Unemployment
  Oakbrook Terrace, IL
• 04/2018 → Present
  William Blair
  Chicago, IL

Previous Registrations

• 2010-03-06 → 2018-04-13
  Huber Financial
  Lincolnshire, IL
• 2015-12-15 → 2017-10-12
  First Command Advisory Services
  Fort Worth, TX
• 2008-11-10 → 2015-12-15
  First Command Brokerage Services, Inc.
  Fort Worth, TX
  Fort Worth, TX
• 2007-11-01 → 2008-10-06
  Stanford Group Company
  Dallas, TX
• 2005-12-02 → 2007-11-01
  Bny Investment Center Inc.
  Dallas, TX
  Dallas, TX
  Dallas, TX
• 2005-03-07 → 2005-12-13
  Pershing Llc
  Dallas, TX
• 2005-03-07 → 2005-12-13
  Lockwood Financial Services, Inc.
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2005-02-08

Designations

• Chartered Financial Analyst

Other Names

• Joshua P Walshe
• Joshua Walshe
• Joshua Paul Walshe