Joshua R Grotheer

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2018-12-05

WI RA
APPROVED

Since 2018-12-05

Branch Locations

950 John Nolen Dr Suite 160, Madison, WI 53713-1426 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Madison	WI	01/2012	09/2018
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	09/2018
Edward Jones	St Louis	MO	11/2018	Present

01/2012 → 09/2018

Fidelity Investments

Madison, WI
07/2018 → 09/2018

Fidelity Personal And Workplace Advisors

Boston, MA
11/2018 → Present

Edward Jones

St Louis, MO

Previous Registrations

2018-07-13 → 2018-09-20

Fidelity Personal And Workplace Advisors

Boston, MA
2012-09-13 → 2018-07-13

Strategic Advisers Llc

Middleton, WI

Other Businesses

AH DADS Type of business: Rental property Madison, WI Start date: 7/1/2025 Member Hours per week: 0 Hours during trading: 0 Desc: Group of neighborhood dads to coordinate real estate property rental and/or purchase. I do not and will never have a real estate license, and am a passive participant.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-09-12
S63	Uniform Securities Agent State Law Examination	2008-06-26

S66 Uniform Combined State Law Examination

2012-09-12
S63 Uniform Securities Agent State Law Examination

2008-06-26

Designations

Other Names

Joshua Robert Grotheer

View on SEC IAPD

Current Employers

Edward Jones

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews