Joshua Mastel has held the title Member at Twenty Twenty Investment Advisors,llc since May 2019, is not listed as a control person, but directly owns between 50% and 75% of the firm. Joshua Mastel holds a BA in Finance from Eastern Washington University and an MBA from Washington State University.
Twenty Twenty Investment Advisors,llc is a firm with $139M under management, 341 clients and 4 advisers across 5 offices, as of its July 2026 filing.
Josh Mastel is Chief Executive Officer and Director of Financial Planning of Twenty Twenty Investment Advisors, based in Spokane, WA. He joined the firm in 2015. Before entering finance, he served as a United States Air Force Pararescueman, and then worked as a contractor serving as a Survival, Evasion, Resistance, and Escape (SERE) instructor for the Department of Defense and other government agencies. He later worked at Russell Investments in Seattle as a Trading and Rebalancing Analyst on the pension team.
Joshua Mastel’s longest registration is the current one, 10 years at Twenty Twenty Investment Advisors,llc since 2016. Before joining Twenty Twenty Investment Advisors,llc in 2016, Joshua Mastel was registered through Ten Capital Investment Advisors, LLC.
- – present · 10 yearsSpokane, WA · Adviser representative · Firm CRD 128086
- Ten Capital Investment Advisors, LLC– · 1 yearSpokane, WA · Adviser representative · Firm CRD 159802
Professional designations
Listed by Twenty Twenty Investment Advisors,llc
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Joshua Mastel is registered as an investment adviser representative in 7 states. The first approvals date from March 2016; the most recent are California, Montana and Oregon, in February 2026.
- CaliforniaSince 17 February 2026
- ColoradoSince 8 May 2020
- IdahoSince 19 September 2019
- MontanaSince 17 February 2026
- OregonSince 17 February 2026
- TexasSince 16 April 2016
- WashingtonSince 30 March 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua Michael Mastel
- CRD
- 6044548
- Firm
- Twenty Twenty Investment Advisors,llc · CRD 128086
- Role
- Member
- Office
- Spokane, WA
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 2020ia.com
Where does Joshua Mastel work?
Joshua Mastel has held the title Member at Twenty Twenty Investment Advisors,llc since May 2019.
Is Joshua Mastel a financial advisor?
Yes. Joshua Mastel has a current investment-adviser registration in California, Colorado, Idaho, Montana, Oregon, Texas and Washington, through Twenty Twenty Investment Advisors,llc since March 2016.
How many years of experience does Joshua Mastel have?
Joshua Mastel has 11 years in the financial industry, since March 2015, across 2 adviser firms.
What exams has Joshua Mastel passed?
Joshua Mastel passed the Series 65 in August 2012.
Where did Joshua Mastel work before Twenty Twenty Investment Advisors,llc?
Before Twenty Twenty Investment Advisors,llc, Joshua Mastel was registered through Ten Capital Investment Advisors, LLC, August 2012 to August 2013.
Where is Joshua Mastel based?
Joshua Mastel’s registered office is in Spokane, WA.
Is Joshua Mastel registered with FINRA?
No. Joshua Mastel has no current broker registration.
Is Joshua Mastel a CFP?
Twenty Twenty Investment Advisors,llc lists Joshua Mastel with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Joshua Mastel’s record?
Search CRD 6044548 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Mastel’s full registration record.
