Joshua Douglas Jones

Current Employers

Sound Income Strategies, Llc

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2026-06-23

VA RA
APPROVED

Since 2026-06-23

Branch Locations

8140 Ashton Avenue Suite 206, Manassas, VA 20109 • United States

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • 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

Organization	City	State	From	To
Sound Income Strategies, Llc	Fort Lauderdale	FL	06/2026	Present
Retirement Solution, Llc	Manassas	VA	05/2026	Present
Complex Tax And Efile, Llc	Woodbridge	VA	01/2012	Present

06/2026 → Present

Sound Income Strategies, Llc

Fort Lauderdale, FL
05/2026 → Present

Retirement Solution, Llc

Manassas, VA
01/2012 → Present

Complex Tax And Efile, Llc

Woodbridge, VA

Other Businesses

1. Retirement Solution, LLC - 05/2026 - present - Investment Related - 8140 Ashton Avenue, Suite 206, Manassas, VA 20109. Mr. Jones is a Wealth and Tax Advisor where he helps clients prepare for their retirement. This will encompass approximately 100% of business hours. 2. Complex Tax and Efile, LLC - 01/2012 - Present - Not investment related - 4330 Ridgewood Center Drive, Woodbridge, VA 22192. Tax preparer duties. This will not encompass any business hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-20

S65 Uniform Investment Adviser Law Examination

2025-11-20