Joshua Bennett Helman

Employer firm

Smartplan Investing CRD 141977

249 advisory clients

Reported services (Item 5G)

• Financial planning
• Educational seminars
• INVESTMENT CONSULTING & MONITORING

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

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

Current Employers

Employment History

• 04/2007 → Present
  Financial Planning Counselors, Inc.
  Jupiter, FL
• 04/2005 → Present
  Self Employed
  Tampa, FL

Previous Registrations

• 2005-12-20 → 2007-04-10
  Xexis, Inc.
  Lake Mary, FL

Other Businesses

NON-INVESTMENT RELATED WORK AS INDEPENDENT CONTRACTOR EMERGENCY PHYSICIAN: PHYSICIAN (M.D.)PRACTICING EMERGENCY MEDICINE(TREATING EMERGENCY PATIENTS) AT VARIOUS HOSPITALS 60 HOURS/MONTH OF WHICH 20 HOURS/MONTH ARE DURING SECURITIES TRADING HOURS. FLORIDA REGISTERED INSURANCE AGENT SINCE 05/2002(NOT INVESTMENT RELATED), 3213 W LEILA AVE, TAMPA, FL, LESS THAN 10 HOURS/MONTH. SELF EMPLOYED PHYSICIAN AND INSURANCE SALESPERSON.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-02
• S63 Uniform Securities Agent State Law Examination
  2002-07-26

Other Names

• Joshua B Helman