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Joshua Thomas Abrahamson

Econologics Financial Advisors

Largo, FL

CRD 6696325

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Employer firm

Econologics Financial Advisors CRD 125738

$183M regulatory AUM 143 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Econologics Financial Advisors

2401 West Bay Drive Suite 603, Largo, FL 33770 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-01-12
NE RA APPROVED 2019-04-11
CA RA APPROVED 2019-04-09
LA RA APPROVED 2019-04-09
NH RA APPROVED 2019-04-09
FL RA APPROVED 2019-01-10
  • UT RA
    APPROVED
    Since 2024-01-12
  • NE RA
    APPROVED
    Since 2019-04-11
  • CA RA
    APPROVED
    Since 2019-04-09
  • LA RA
    APPROVED
    Since 2019-04-09
  • NH RA
    APPROVED
    Since 2019-04-09
  • FL RA
    APPROVED
    Since 2019-01-10

Branch Locations

2401 West Bay Drive Suite 603, Largo, FL 33770 • 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
Northwestern Mutual Life Insurance Company Memphis TN 08/2016 07/2018
Northwestern Mutual Investment Services Llc Memphis TN 06/2017 07/2018
Fedex Memphis TN 08/2013 08/2018
Econologics Financial Advisors Largo FL 09/2018 Present
  • 08/2016 → 07/2018
    Northwestern Mutual Life Insurance Company
    Memphis, TN
  • 06/2017 → 07/2018
    Northwestern Mutual Investment Services Llc
    Memphis, TN
  • 08/2013 → 08/2018
    Fedex
    Memphis, TN
  • 09/2018 → Present
    Largo, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-07
  • S65 Uniform Investment Adviser Law Examination
    2019-01-07
Other Names
  • Joshua Thomas Abrahamson
  • Josh Abrahamson

View on SEC IAPD

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