Joshua Adam Kammerer

Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2010 → 04/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 10/2010 → 04/2020
  Bank Of America,Na
  Scottsdale, AZ
• 04/2020 → Present
  Kingsview Partners Llc
  Grants Pass, OR
• 04/2020 → Present
  Kingsview Wealth Management Llc
  Noblesville, IN

Previous Registrations

• 2010-10-06 → 2020-04-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
  Indianapolis, IN
• 2006-11-13 → 2010-10-04
  Edward Jones
  Glendale, AZ
  St Louis, MO
  Glendale, AZ

Other Businesses

I*90978 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LEBANON BERG VAULT INVESTMENT RELATED: N ADDRESS OF BUSINESS: LEBANON, INDIANA 46052 NATURE OF BUSINESS: S-CORP, POSITION, TITLE, ASSOCIATION: OTHER, ONLY AS NEEDED - TEMPORARY START DATE OF RELATIONSHIP: 2/27/2016 NUMBER OF HOURS DEVOTED: 25 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BURIAL VAULT COMPANY PROVIDING BURIAL VAULTS AND CEMETERY SERVICES TO FUNERAL HOMES. I WILL BE SETTING UP FUNERAL SERVICE AT CEMETERIES AND PLACING BURIAL VAULTS IN GROUND.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-19
• S63 Uniform Securities Agent State Law Examination
  2003-10-22

Other Names

• Joshua Adam Kammerer
• Joshua Adam Kammerer