Investment adviser representative · Yfp Wealth
Joshua E. Stewart
CRD 8356638 · New Albany, OH
At a glance
Joshua E. Stewart is an investment adviser representative with Yfp Wealth in New Albany, OH, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Certified Financial Planner.
Current advisory firm
- Yfp WealthSince October 2026New Albany, OH · $53M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Joshua’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Yfp Wealth
- Timothy J. BakerNew Albany · Certified Financial Planner
- Ituoghirisic V. IgoniNew Albany
- Kimberly M. BoltonBerry · Certified Financial Planner
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