Joshua Southwick

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2022 → 03/2025
  J.P. Morgan Securities Llc
  Denver, CO
• 07/2022 → 03/2025
  Jpmorgan Chase Bank, N.A.
  Denver, CO
• 06/2021 → 08/2021
  Jp Morgan Private Bank
  Denver, CO
• 05/2018 → 05/2022
  Pennsylvania State University
  State College, PA
• 05/2019 → 11/2020
  Good Life Financial Group Llc
  Reading, PA
• 07/2012 → 04/2018
  Unemployed
  Sinking Spring, PA
• 05/2018 → 06/2018
  Reading Fightin Phils
  Reading, PA
• 06/2022 → 06/2022
  Unemployed
  Sinking Spring, PA
• 08/2019 → 06/2020
  Penn State University
  State College, PA
• 03/2025 → 10/2025
  Wells Fargo Clearing Services, Llc
  Wyomissing, PA
• 10/2025 → Present
  &Partners
  Nashville, TN

Previous Registrations

• 2025-03-31 → 2025-10-29
  Wells Fargo Clearing Services, Llc
  Wyomissing, PA
• 2022-11-14 → 2025-03-05
  J.P. Morgan Securities Llc
  Denver, CO
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-11-14

Other Names

• Joshua Michael Southwick
• Joshua M Southwick