Joshua Kercheville has been an investment adviser representative at Kercheville Advisors since March 2014, and is not listed among the firm’s executive officers or direct owners.
Kercheville Advisors LLC is a San Antonio, TX firm with $555M under management, 352 clients and 3 advisers across 5 offices, as of its June 2026 filing.
- Kercheville Advisors LLCCurrent– present · 12 yearsSan Antonio, TX · Adviser representative · Firm CRD 169471
Investment adviser representative registrations
Joshua Kercheville is registered as an investment adviser representative in Texas, since March 2014.
- TexasSince 26 March 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 January 2014 |
| Series 7 | General Securities Representative Examination | 2 October 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 April 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- CRD
- 5640221
- Firm
- Kercheville Advisors · CRD 169471
- Office
- 15750 IH-10 WEST, San Antonio, TX 78249
- Registration
- Investment adviser registration
- In the industry since
- May 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Kercheville work?
Joshua Kercheville is an investment adviser representative registered through Kercheville Advisors LLC since March 2014, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Kercheville a financial advisor?
Yes. Joshua Kercheville has a current investment-adviser registration in Texas, through Kercheville Advisors since March 2014.
How many years of experience does Joshua Kercheville have?
Joshua Kercheville has 14 years in the financial industry, since May 2012, across 1 adviser firm.
What exams has Joshua Kercheville passed?
Joshua Kercheville has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in April 2009. FINRA credited Joshua Kercheville with the SIE, which began in October 2018.
Where is Joshua Kercheville based?
Joshua Kercheville’s registered office is in San Antonio, TX.
Is Joshua Kercheville registered with FINRA?
No. Joshua Kercheville has no current broker registration.
How can I verify Joshua Kercheville’s record?
Search CRD 5640221 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Kercheville’s full registration record.
