Joshua J Flade

Employer firm

Oneseven CRD 283087

$7.72B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2015 → 07/2018
  Ensign Peak Advisors
  Salt Lake City, UT
• 08/2018 → 09/2024
  Townsquare Capital
  Provo, UT
• 09/2024 → Present
  Oneseven
  Beachwood, OH

Previous Registrations

• 2019-01-22 → 2024-09-04
  Townsquare Capital, Llc
  Lehi, UT

Other Businesses

1.Podcast / Media Activity Building Better Podcast - Host/Content Creator Educational and media-related podcast activity. May receive compensation. Subject to firm marketing review. Time devoted: Varies (estimated minimal weekly time) 2.570 La Joya LLC - Owner (30%) Separate, unaffiliated entity. Passive ownership interest generating potential income. No operational or advisory involvement. Time devoted: 0 hours per week 3.CFA Society Salt Lake - Committee Chair Professional association leadership role focused on member networking and education. Uncompensated. Time devoted: Minimal / periodic 4.Church of Jesus Christ of Latter-day Saints - South Mountain 4th Ward - Assistant Ward Clerk (Finance) Administrative volunteer role unrelated to investment advisory services. May handle de minimis cash as part of duties. Time devoted: Approximately 1 hour per week (Sundays)

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-18

Designations

• Chartered Financial Analyst