Joshua Jacob Markowitz

Current Employers

Employment History

• 06/2005 → 01/2025
  Lincoln Financial Advisors
  Chicago, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 2006-03-29 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1) 1218 ABB POSITION: Owner NATURE: I have owned a multi-unit (2 units) residential real estate property since 2010. From 2011 through 2017, I rented out one unit and kept the other for personal use. Since then I have rented out both units. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2010 ADDRESS: 1218 Oakton St, Evanston IL 60202, United States DESCRIPTION: 1. Maintain both rental residential units in good condition 2. Advertise both units on the internet to attract prospective tenants 3. Enter into lease agreements with tenants for the rental of the units 2) THE NEXT LEVEL PLANNING GROUP POSITION: Financial Planner, Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 06/20/2005 ADDRESS: 8755 W. Higgins Rd Suite 200, Chicago IL 60631, United States DESCRIPTION: I am a financial planner. In this capacity, I work with existing, prospective, and new clients. I am also a shareholder of the firm and provide leadership and management services in this capacity. 3) RENTAL PROPERTY POSITION: Landlord NATURE: Rental property, sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 3930 N Pine Grove Ave Unit 2115, Chicago IL 60657, United States DESCRIPTION: Find tenants, maintain property 4) ANSHE SHOLOM B'NAI ISRAEL POSITION: Board member, VP of fundraising NATURE: Community synagogue INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 540 W MELROSE ST, Chicago IL 60657, United States DESCRIPTION: I am an unpaid board member of the synagogue to which I also belong as a member. In addition to my general capacity as a board member, I have been tasked with leading the synagogue's fundraising efforts. 5) HEBREW SEMINARY POSITION: Board member NATURE: Rabbinical seminary INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 4411 N. Ravenswood, Chicago IL 60640, United States DESCRIPTION: I am a member of the organization's board of directors. My duties are to attend regular board meetings and assist with the stewardship of the organization as called upon by the executive director and board leadership.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-28