Joshua Robert Thompson

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2017 → 07/2026
  Idaho State University
  Pocatello, ID
• 06/2014 → 07/2017
  Advanced Health Care Solutions
  Pocatello, ID
• 08/2026 → Present
  Osaic Advisory Services
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-22

Other Names

• Josh Thompson