Joshua Baer

Current Employers

Employment History

• 08/2016 → 10/2018
  Td Ameritrade
  New York, NY
• 11/2018 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA
• 10/2018 → Present
  Penn Mutual Life Insurance Co
  Horsham, PA

Previous Registrations

• 2016-08-10 → 2018-10-18
  Td Ameritrade, Inc.
  New York, NY
• 2016-08-10 → 2018-10-18
  Td Ameritrade Investment Management, Llc
  New York, NY
• 2014-01-14 → 2016-01-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 2013-01-07 → 2014-01-08
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

1) J13AM, LLC POSITION: Proprietor/Owner NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 04/22/2024 ADDRESS: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007, United States DESCRIPTION: Insurance sales Financial Planning 2) STRATEGIC INSURANCE CONSULTANTS, LLC | POSITION: Strategic Alliance NATURE: Prop/Casualty Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2025 | ADDRESS: 41 Waverly Ct, Wading River NY 11792 | DESCRIPTION: Introducing potential clients to SIC 3) INSURANCE BROKERAGE | DBA: STRATUS ASSOCIATES | POSITION: Agent | NATURE: INSURANCE BROKERAGE | INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/07/2025 | ADDRESS: 30 Vesey St, 9th Floor, New York NY 10007 | DESCRIPTION: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 4) ETV WEALTH | POSITION: Strategic Alliance | NATURE: Life Insurance brokerage | INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2026 | ADDRESS: 20 Allenby Ln, Scotch Plains NJ 07076-2422 | DESCRIPTION: ETV Wealth will consult with me on investment management for their clients

Exams

• S66 Uniform Combined State Law Examination
  2012-04-13

Designations

Other Names

• Joshua M Baer