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Current Employers
Gateway Wealth Partners, Llc

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-14
  • AZ RA
    APPROVED
    Since 2025-01-14

Branch Locations

4365 E Pecos Rd. Suite 138, Gilbert, AZ 85295 • United States

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • 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
OrganizationCityStateFromTo
Allstate Financial Service Chandler AZ 04/2012 09/2016
Northwestern Mutual Life Insurance Company Milwaukee WI 10/2016 12/2024
Northwestern Mutual Investment Services Llc Chandler AZ 10/2016 12/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 12/2016 12/2024
Lpl Financial Llc Gilbert AZ 01/2025 Present
Gateway Wealth Partners, Llc Gilbert AZ 01/2025 Present
  • 04/2012 → 09/2016
    Allstate Financial Service
    Chandler, AZ
  • 10/2016 → 12/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 10/2016 → 12/2024
    Chandler, AZ
  • 12/2016 → 12/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2025 → Present
    Lpl Financial Llc
    Gilbert, AZ
  • 01/2025 → Present
    Gilbert, AZ
Previous Registrations
Other Businesses

1)01/03/2025 - Gateway Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 01/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 2)01/03/2025 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 01/15/2025 - Gateway Financial Partners - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 01/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 06/11/2025 - Triple Jay Financial P.L.C. - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:06/16/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-05
S63 Uniform Securities Agent State Law Examination 2006-05-29
  • S66 Uniform Combined State Law Examination
    2007-06-05
  • S63 Uniform Securities Agent State Law Examination
    2006-05-29
Other Names
  • Josh Justun Jones
  • Joshua J Jones
  • Josh Jones
  • Josh Jones

View on SEC IAPD

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