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Josh Broad,CPWA®, CRPC®

Senior Advisor Consultant
18
Years in
Industry
18
Years at
OppenheimerFunds
View Brochure
Jbroad

Josh Broad is an OppenheimerFunds Senior Advisor Consultant for the Southern New Jersey and the Eastern Maryland & Delaware area. Josh takes a truly consultative approach to supporting financial advisors by taking the time to understand their businesses and offering a broad range of insights, tools and resources to enhance the success of their practices.

Consultant Team

Klusinski
Kevin Lusinski
Regional Advisor Consultant
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