Joshua Mark Hancock

Employer firm

Crewe Advisors CRD 173920

$3.05B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2016 → 08/2018
  The Church Of Jesus Christ Of Latter-Day Saints
  Federal Way, WA
• 10/2018 → 12/2018
  Aloha Food Group
  Lindon, UT
• 12/2018 → 06/2019
  Pacs
  Farmington, UT
• 06/2019 → 09/2019
  Simplus
  Farmington, UT
• 10/2019 → 08/2020
  Opiniion
  Lindon, UT
• 08/2020 → 08/2022
  Pacs
  Farmington, UT
• 08/2022 → Present
  Crewe Advisors
  Salt Lake City, UT
• 08/2018 → 12/2022
  Utah Valley University
  Orem, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-04