Joshua A Leber

Current Employers

Employment History

• 09/2015 → 11/2017
  Wells Fargo
  Sheboygan, WI
• 11/2017 → 11/2018
  Wells Fargo Asset Managment
  Menomonee Falls, WI
• 12/2018 → 05/2021
  Russell Investments
  Seattle, WA
• 05/2021 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mequon, WI
• 12/2021 → 05/2022
  Raymond James Financial Services, Inc
  Mequon, WI
• 12/2021 → Present
  Steward Partners Investment Advisory Llc
  Mequon, WI
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Mequon, WI
• 12/2021 → Present
  O'HAre Wealth Management, Llc
  Mequon, WI

Previous Registrations

• 2021-06-14 → 2021-11-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mequon, WI
• 2019-01-25 → 2021-05-25
  Russell Investments
  Seattle, WA

Other Businesses

1) O'Hare Wealth Management affiliated with Steward Partners - Investment related: Yes. Address: Mequon, WI. Nature of the business: Support Company/DBA (non-owner). Position: Affiliate Support Person. Start Date: 12/2021. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Provide securities sales and advisory services support for clients. 2) Grafton Parks and Recreation Department; City/State: Grafton, WI; Nature of relationship: Part-time employment; Position: Pickleball Instructor; Duties: Teaching Pickleball; Start date: 10/26/2024; 6 HRS/MO devoted to activity; 0 HRS/MO during trading hours; Not Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-25
• S63 Uniform Securities Agent State Law Examination
  2018-03-12

Other Names

• Joshua Leber
• Josh Leber