Joshua Blaine Lee

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 11/2017 → 01/2023
  Edward Jones
  St Louis, MO
• 05/2017 → 08/2017
  Indianapolis Symphony Orchestra
  Indianapolis, IN
• 08/2011 → 04/2017
  Indiana University School Of Medicine
  Indianapolis, IN
• 07/1996 → 10/2017
  Lee's Orhcard
  Columbus, IN
• 01/2023 → 08/2025
  Ameriprise Financial Services, Llc
  Indianapolis, IN
• 08/2025 → Present
  Osaic Wealth Inc
  Pendleton, IN

Previous Registrations

• 2023-01-13 → 2025-08-26
  Ameriprise Financial Services, Llc
  Indianapolis, IN
  Zionsville, IN
• 2018-01-30 → 2023-01-19
  Edward Jones
  Zionsville, IN
  Zionsville, IN
  St Louis, MO
  Zionsville, IN

Other Businesses

1. MIMIR ADVISORY LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/18/2023 ADDRESS: 6796 s 850 e, Zionsville IN 46077, United States DESCRIPTION: Mimir Advisory LLC is the entity which I established when I began my affiliation with my broker dealer for payroll purposes. This entity was paid as 1099 and from this LLC I pay myself a salary and owner's distributions, fund a solo 401k and use for expense purposes. I plan to use this entity for the sale of insurance, annuity and other commission products not offered directly through Osaic.

Exams

• S66 Uniform Combined State Law Examination
  2018-01-29

Other Names

• Joshua B Lee
• Joshua Lee
• Josh Blaine Lee
• Josh B Lee