Joshua Mason

Role
Wealth Management Advisor at Simplified Wealth Management
Location
Corona, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Joshua Mason

Joshua Mason, Wealth Advisor in Orange County & Inland Empire. As a financial…

Experience

  1. Wealth Management Advisor

    Simplified Wealth Management

    Jan 2022 — Present

    Joshua Mason is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC a Registered Investment Advisor. Simplified Wealth Management, Mariner Independent Advisor Network, LLC and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

  • California Baptist University

    Bachelor of Business Administration - BBA, Business Administration and Management, General

  • California Baptist University

    Bachelor of Business Administration - BBA, Finance, General

    2017 — 2020

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Joshua Mason — Wealth Management Advisor at Simplified Wealth Management in Corona, CA, US | Unifers