Joshua Akeroyd Mason

Employer firm

Wbh Advisory, Inc. CRD 105289

$1.74B regulatory AUM 4 advisory clients

Reported services (Item 5G)

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

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 05/2021
  Pinnacle Advisory Group, Inc.
  Columbia, MD
• 05/2021 → 09/2021
  Congress Wealth Management Llc
  Columbia, MD
• 09/2021 → Present
  Wbh Advisory, Inc
  Baltimore, MD

Previous Registrations

• 2021-04-19 → 2021-09-09
  Cw Advisors, Llc
  Boston, MA
  Columbia, MD
• 2007-04-03 → 2021-05-17
  Pinnacle Advisory Group, Inc.
  Columbia, MD
• 2005-09-26 → 2007-03-02
  Grove Point Investments, Llc
  Gaithersburg, MD
  Gaithersburg, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-02
• S63 Uniform Securities Agent State Law Examination
  1995-05-16

Designations

• Certified Financial Planner

Other Names

• Jake Mason