Joseph Jonathan Bixby

Current Employers

Employment History

• 11/2010 → 06/2024
  Securities America Inc.
  La Vista, NE
• 11/2010 → 06/2024
  Securities America Advisors
  La Vista, NE
• 11/2010 → Present
  Bixby Financial Services
  Fremont, NE
• 10/2008 → Present
  Goldhouse Properties Llc
  Fremont, NE
• 07/2012 → Present
  St Patrick'S Church Finance Committee
  Fremont, NE
• 10/2010 → Present
  Everbank
  Islandia, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fremont, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fremont, NE

Previous Registrations

• 2010-11-12 → 2024-06-14
  Securities America Advisors, Inc.
  Fremont, NE
• 2010-06-03 → 2010-11-09
  First National Capital Markets
  Fremont, NE
• 2001-08-24 → 2010-06-02
  Cetera Investment Services Llc
  Fremont, NE
  Fremont, NE
  Fremont, NE

Other Businesses

1.JJ BIXBY/SERVING ON ST PATRICK'S CHURCH FINANCE COMMITTEE--I HAVE BEEN ASKED TO BE CHAIRMAN OF THIS COMMITTEE 2.GOLDHOUSE PROPERTIES POSITION: part owner/laborer NATURE: GOLDHOUSE PROPERTIES; RENTAL PROPERTIES; INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2008 ADDRESS: 3154 Bryan Shore Drive, Fremont NE 68025 DESCRIPTION: My wife is a real estate agent and partner at Don Peterson and Associates a real estate company. Goldhouse owns rental properties which she owns and manages. I may reluctantly "work" on maintenance on one of these properties from time to time. 3.FREMONT NEBRASKA BID POSITION: Borad member NATURE: I was appointed to board the Fremont Nebraska BID (Business Improvement District) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 07/31/2018 ADDRESS: 400 E. Military, Fremont NE 68025 DESCRIPTION: Attend board meetings help allocate the resource to make Downtown Fremont the best it can be 4.BIXBY FINANCIAL SERVICES POSITION: agent NATURE: BIXBY FINANCIAL SERVICES; INSURANCE SALES/SOLICITOR; FREMONT, NE; BEGINNING NOVEMBER 2010. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2010 ADDRESS: 535 N Park Ave, Fremont NE 68025 DESCRIPTION: Sell insurance to clients who need it 5.ST PATRICK'S CATHOLIC CHURCH POSITION: Committee memeber NATURE: It is a Catholic Church in Fremont, Nebraska. A religious non-profit. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2019 ADDRESS: 422 E 4th, Fremont NE 68025, United States DESCRIPTION: I am a member of the Finance Committee. The Committee is presented spreadsheets of revenue/expenses and budgets. It is an advisory committee as no one on the committee can write or sign checks. St. Patrick's has a Director of Finance and Father Nolte acts as the CEO or final decision maker on spending decisions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-20
• S63 Uniform Securities Agent State Law Examination
  1995-06-16

Other Names

• Jj Bixby