Joshua Leonard Sternberg

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 10/2019 → 09/2022
  Edward Jones
  St Louis, MO
• 08/2019 → 10/2019
  Logans Roadhouse
  Redding, CA
• 10/2017 → 08/2019
  Applebee's
  Redding, CA
• 01/2013 → 10/2017
  Logans Roadhouse
  Redding, CA
• 09/2022 → 10/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 09/2022 → 10/2023
  Cetera Investment Advisers Llc
  Redding, CA
• 09/2022 → 03/2023
  Colmubia Bank
  Redding, CA
• 09/2022 → Present
  Columbia Bank
  Redding, CA
• 10/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Redding, CA
• 10/2023 → Present
  Raymond James Financial Services, Inc.
  Redding, CA

Previous Registrations

• 2022-09-12 → 2023-10-18
  Cetera Investment Advisers Llc
  Redding, CA
• 2019-12-17 → 2022-09-15
  Edward Jones
  St Louis, MO
  Anderson, CA
  Anderson, CA

Other Businesses

(1) Name of Business: Columbia Wealth Associates Address: 3455 Placer St Ste A, Redding, CA, 96001-2373, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/12/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor for Columbia Wealth services

Exams

• S66 Uniform Combined State Law Examination
  2019-12-14