Joseph Loss has been Owner, Chief Planning Officer of Strivus Wealth Partners since January 2025, is a control person of the firm and directly owns between 10% and 25% of it. Joseph Loss holds a B.S. in Applied Economic Management with a concentration in Financial Planning from Virginia Tech.
Strivus Wealth Partners LLC is a Jacksonville Beach, FL firm with $159M under management, 173 clients and 3 advisers in one office, as of its June 2026 filing.
Joey Loss is Chief Planning Officer / Chief Operating Officer of Strivus Wealth Partners. He offers financial planning, issue-based consulting, and asset allocation and management services to his clients. Loss founded and built a financial planning firm in Jacksonville for several years before collaborating with Adam Van Wie's firm to launch Strivus Wealth Partners in 2025.
Joseph Loss’ longest registration was 4 years at Life Planning Partners, Inc. (2018–2022). Before joining Strivus Wealth Partners in 2025, Joseph Loss was registered through Flow Financial and Life Planning Partners, Inc.
- Strivus Wealth Partners LLCCurrent– present · 1 yearJacksonville Beach, FL · Adviser representative · Firm CRD 173580
- Flow Financial– · 2 yearsJacksonville, FL · Adviser representative · Firm CRD 322842
- Life Planning Partners, Inc.– · 4 yearsJacksonville, FL · Adviser representative · Firm CRD 129338
Professional designations
Listed by Strivus Wealth Partners
- CFP®
Investment adviser representative registrations
Joseph Loss is registered as an investment adviser representative in Texas, since January 2025.
- TexasSince 17 January 2025
Examinations
No examinations are on Joseph Loss’s record.
- Full name
- Joseph Kleiman Loss
- CRD
- 6929150
- Firm
- Strivus Wealth Partners · CRD 173580
- Role
- Owner, Chief Planning Officer
- Office
- 1538 THE GREENS WAY, SUITE 105, Jacksonville Beach, FL 32250
- Registration
- Investment adviser registration
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strivuswealth.com
Where does Joseph Loss work?
Joseph Loss has been Owner, Chief Planning Officer of Strivus Wealth Partners LLC since January 2025, and is a control person of the firm.
Is Joseph Loss a financial advisor?
Yes. Joseph Loss has a current investment-adviser registration in Texas, through Strivus Wealth Partners since January 2025.
How many years of experience does Joseph Loss have?
Joseph Loss has 8 years in the financial industry, since September 2018, across 3 adviser firms.
Where did Joseph Loss work before Strivus Wealth Partners?
Before Strivus Wealth Partners, Joseph Loss was registered through Life Planning Partners, Inc., April 2018 to May 2022.
Where is Joseph Loss based?
Joseph Loss’ registered office is in Jacksonville Beach, FL.
Is Joseph Loss registered with FINRA?
No. Joseph Loss has no current broker registration.
Is Joseph Loss a CFP?
Strivus Wealth Partners lists Joseph Loss with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Joseph Loss’ record?
Search CRD 6929150 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Loss’ full registration record.