Joshua David Mellberg

Current Employers

Employment History

• 01/2004 → Present
  Jd Mellberg Financial
  Tucson, AZ
• 10/2012 → Present
  Secure Investment Management, Llc.
  Tucson, AZ

Other Businesses

Mr. Mellberg is involved in a number of non-investment related business discussed below: JOSHUA DAVID MELLBERG, LLC, DBA JD MELLBERG FINANCIAL - Mr. Mellberg is the owner of this entity, that along with its affiliates and subsidiaries, provides insurance marketing and product development services as well as lead generation activities and is an acting licensed insurance agent providing insurance producing including fixed annuities and life insurance. Mr. Mellberg spends about 80% of his time on this activity during trading hours. Mr. Mellberg is the managing member of 3067 WEST INA ROAD, LLC. This limited liability company was formed to hold a commercial rental property and receive rental income. Mr. Mellberg spends less than one hour per month on this activity. Mr. Mellberg is the managing member of Insurance Marketing Solutions, LLC., a company that sells insurance, primarily fixed annuities and life insurance, and engages in lead generation. Mr. Mellberg spends less than four hours a month on this activity. Mr. Mellberg is a managing member in SIM Assets LLC, that, by and through its subsidiary Limited Liability Companies engage in e-commerce activities. Mr. Mellberg spends less than four hours per month on these businesses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-09

Other Names

• Josh Mellberg