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Joshua Southwick

&Partners

Wyomissing, PA

Clayton, MO

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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-24
  • PA RA
    APPROVED
    Since 2025-10-24

Branch Locations

999 Berkshire Blvd. Suite 160, Wyomissing, PA 19610 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Denver CO 07/2022 03/2025
Jpmorgan Chase Bank, N.A. Denver CO 07/2022 03/2025
Jp Morgan Private Bank Denver CO 06/2021 08/2021
Pennsylvania State University State College PA 05/2018 05/2022
Good Life Financial Group Llc Reading PA 05/2019 11/2020
Unemployed Sinking Spring PA 07/2012 04/2018
Reading Fightin Phils Reading PA 05/2018 06/2018
Unemployed Sinking Spring PA 06/2022 06/2022
Penn State University State College PA 08/2019 06/2020
Wells Fargo Clearing Services, Llc Wyomissing PA 03/2025 10/2025
&Partners Nashville TN 10/2025 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-14
  • S66 Uniform Combined State Law Examination
    2022-11-14
Other Names
  • Joshua Michael Southwick
  • Joshua M Southwick

View on SEC IAPD

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Other Offices

ATLAS WEALTH PARTNERS LLC · WYOMISSING, PA
LPL FINANCIAL LLC · WYOMISSING, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WYOMISSING, PA
MORGAN STANLEY · Wyomissing, PA
TRUIST ADVISORY SERVICES, INC. · WYOMISSING, PA
TRUIST ADVISORY SERVICES, INC. · WYOMISSING, PA
TRUIST ADVISORY SERVICES, INC. · WYOMISSING, PA
TRUIST ADVISORY SERVICES, INC. · WYOMISSISNG, PA

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