Joshua Lee Jones

Current Employers

Employment History

• 06/2013 → 12/2020
  Lpl Financial Llc
  Wichita, KS
• 06/2013 → 12/2023
  V Wealth Management
  Wichita, KS
• 07/2023 → Present
  Wcg Wealth Advisors, Llc
  Wichita, KS

Previous Registrations

• 2013-06-13 → 2023-12-31
  V Wealth Advisors Llc
  Wichita, KS
  Overland Park, KS
  Wichita, KS
  Wichita, KS
• 2007-02-14 → 2013-06-14
  Edward Jones
  Wichita, KS

Other Businesses

1. 08/17/2023: MTXE Capital LLC - Investment Related - Insurance Agency - Agency Owner - At Reported Business Location(s) - Approx. Hours per month: 1/During Trading Hours: 1 - Life Insurance/Long-term Care/Disability Insurance solutions 2. 7/14/2023 - WCG Wealth Advisors, LLC - DBA: MTXE Capital - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/14/2023 - 250 Hours Per Month/134 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in July 2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-09
• S63 Uniform Securities Agent State Law Examination
  2004-10-14

Designations