Joshua Mudse
Advisor at Atlas
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Atlas
Location
Sneads Ferry, NC
Credentials
CFP®, Series 63, Series 66
Industry experience
22 years
Client services
Financial planning
Portfolio management
Fee options
Annual fixed fees for investment management services, negotiated based on size and complexity.
0.50% - 1.5% per year (negotiable depending on size and complexity)
Performance-based fees for Atlas Evergreen Private Credit Fund I: 20% - 50% of net profits exceeding 3% quarterly return, based on subscription amount.
Account minimum: $250,000 (typically, but may be waived on a case-by-case basis) Fee-only: Typically 0.50% - 1.5% per year on assets under management, paid monthly in advance; fees negotiable.
Work history
Atlas
2025 - Present (1 year)
OneAscent Financial Services, LLC
2024 - 2025 (1 year)
FF Advisors, LLC dba Family Financial
2022 - 2024 (2 years)
Running Point Capital Advisors, Llc
2021 - 2022 (1 year)
JOSHMUDSECFP.COM
2020 - 2021 (1 year)
Carnegie Investment Counsel
2019 - 2020 (1 year)
Carnegie Investment Counsel
2018 - 2019 (1 year)
Munn Wealth Management
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Ashley L
Series 66
Swansboro, NC
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Jeffrey S
Series 65, Series 66
North Topsail Beach, NC
Merrill
Jeffrey Spitz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies tailored to their individual financial goals and changing market conditions. Jeffrey provides access to investment insights from Merrill and banking and lending solutions from Bank of America, supporting clients through comprehensive financial planning. He brings expertise in guiding clients through unique financial challenges and opportunities, emphasizing the importance of understanding each client's needs to make thoughtful decisions. Jeffrey holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). He earned his bachelor's degree from North Carolina State University. Outside of his professional work, Jeffrey is involved with the F3 organization and volunteers at Forest Hill Church. He and his wife Kimberly have three sons and enjoy family activities such as traveling to beaches and supporting the North Carolina State Wolfpack.
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