RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Joshua David John
- Title
- Chief Operating Officerreportedljiwm.comfirm site, Sep 15, 2026
- Partner or owner
- “Josh is a Registered Investment Advisor, holds the Series 66, and is a Licensed Mortgage Broker and Licensed Mortgage Principal Manager.”reportedljiwm.comthe sentence on the bio page
- Years, as the firm states
- 20reportedljiwm.com“Born and raised in Auburn, IN, Josh graduated from Indiana University with a degree in Economics in 2001 and has over 20 years of experience in financial services.”
- Boards named
- Broad Ripple Village Association since 2014reportedljiwm.comphrases on the bio page
- Professional profile
- ljiwm.com/team/joshua-d-johnreportedljiwm.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Lji Wealth Management, LLC independent RIA currentsince Dec 7, 2011 · Indianapolis, In
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address