Joshua David Natham

Employer firm

Kenneth E. Boone Wealth Management, LLC CRD 111971

$82.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 10/2016 → Present
  Kenneth E Boone Wealth Management
  Oakdale, CA
• 02/2015 → 10/2016
  Hkg Llp
  Arcadia, CA

Other Businesses

Insurance Producer Accident & Health or Sickness, Life Insurance Agent - License No: 0M36136 723 West F Street Oakdale, CA 95361 Investment Related Sole Proprietorship Issue Date of License 05/23/2018 Insurance License is used to provide insurance to clients that are under insured, including but not limited to Long Term Care Insurance or Life Insurance. Insurance is a cornerstone for financial planning. Duties include preparing and showing illustrations for clients, submitting applications for insurance, policy maintenance. Josh Is aware a conflict of interest exists with him being both a licensed insurance agent as well as an Investment Advisor/ Certified Financial Planner. Clients are under no obligation to act on my recommendations or to purchase any such products. Even if a client elects to act on recommendations, the client is under no obligation to implement financial plans or investments through my firm or its representatives. Joshua Natham and Kenneth E. Boone Wealth Management do not devote any given time to offering any insurance product for my clients. Only through the process of wealth planning and the needs of the client are these products offered.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-29

Designations

• Certified Financial Planner