Joshua Lewis Chambers

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 11/2020 → 03/2021
  Signature Estate & Investment Advisors
  Los Angeles, CA
• 09/2018 → 04/2020
  Fresh Corn Grill
  Los Angeles, CA
• 01/2019 → 04/2020
  Monarch Business & Wealth Management
  Los Angeles, CA
• 07/2021 → 03/2022
  Adviceperiod
  Los Angeles, CA
• 08/2011 → 05/2021
  Student
  Los Angeles, CA
• 03/2021 → 06/2021
  Adviceperiod
  Los Angeles, CA
• 03/2022 → Present
  Mariner Wealth Advisors
  Los Angeles, CA
• 03/2022 → Present
  Mariner Platform Solutions
  Los Angeles, CA

Previous Registrations

• 2022-05-04 → 2025-08-05
  Mariner Independent
  Los Angeles, CA
• 2021-10-18 → 2022-03-30
  Adviceperiod, Llc
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-18