Joshua Weiss has been an investment adviser representative at Compass Planning Associates since March 2020, and is not listed among the firm’s executive officers or direct owners. Joshua Weiss studied at the University of New Hampshire.
Compass Planning Associates, Inc. is a firm with $214M under management, 72 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Joshua Weiss is Financial Advisor of Compass Planning Associates. He began his career in the financial services industry at Fidelity Investments, where he worked with the 401k investment planning group, and joined the Compass Planning team in January 2020.
- – present · 6 yearsDover, NH · Adviser representative · Firm CRD 128014
Professional designations
Listed by Compass Planning Associates
- CFP®
Investment adviser representative registrations
Joshua Weiss is registered as an investment adviser representative in 2 states. The first approvals date from March 2020; the most recent is Texas, in August 2020.
- New HampshireSince 26 March 2020
- TexasSince 13 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 November 2018 |
| SIE | Securities Industry Essentials Examination | 6 October 2018 |
| Series 7 | General Securities Representative Examination | 5 October 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Edward Weiss
- CRD
- 6982347
- Firm
- Compass Planning Associates · CRD 128014
- Office
- Dover, NH
- Registration
- Investment adviser registration
- In the industry since
- December 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- compassplanning.com
Where does Joshua Weiss work?
Joshua Weiss is an investment adviser representative registered through Compass Planning Associates, Inc. since March 2020, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Weiss a financial advisor?
Yes. Joshua Weiss has a current investment-adviser registration in New Hampshire and Texas, through Compass Planning Associates since March 2020.
How many years of experience does Joshua Weiss have?
Joshua Weiss has 7 years in the financial industry, since December 2018, across 1 adviser firm.
What exams has Joshua Weiss passed?
Joshua Weiss has passed 3 licensing exams: the Series 7, SIE and Series 66. The earliest, the Series 7, was passed in October 2018.
Where is Joshua Weiss based?
Joshua Weiss’ registered office is in Dover, NH.
Is Joshua Weiss registered with FINRA?
No. Joshua Weiss has no current broker registration.
Is Joshua Weiss a CFP?
Compass Planning Associates lists Joshua Weiss with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Joshua Weiss’ record?
Search CRD 6982347 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Weiss’ full registration record.
