Joshua
Lightcap

Lightcap Financial Group, LLC

CRD#7096621
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joshua Lightcap is a financial advisor based in San Diego, California, working with Lightcap Financial Group, LLC. Joshua has previously held positions at Edward Jones, Pacific United Financial Group, Velapoint, Lyft, Proven Staffing, Uber, Wachi And Watanabe, Jefferson Elementary/State Of Hawaii, Chuck's Steakhouse, Hawaiian Airlines, Qualcomm Inc, University Of Hawaii At Manoa, Santa Barbara Tax Products Group, Mapower, Penn Mutual, and Lightcap Financial Group, LLC. Joshua has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Joshua is part of Lightcap Financial Group, LLC, which operates out of San Diego, California. The firm has one employee and offers services including financial planning services, portfolio management for institutional clients, and pension consulting services. The fee structure at Lightcap Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2869 Historic Decatur Rd.
San Diego, CA 92106

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lightcap Financial Group, LLC Brokerage Details

Total Number of Employees

1

CA Average: 43

Investment Advisory Services

  • Financial planning services
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Joshua Lightcap Work History

2025 - Present (0 year)

Lightcap Financial Group, LLC

2019 - Present (6 years)

Edward Jones

2018 - 2019 (1 year)

Pacific United Financial Group

2018 - 2018 (< 1 year)

Penn Mutual

2017 - 2017 (< 1 year)

Velapoint

2017 - 2017 (< 1 year)

Lyft

2017 - 2017 (< 1 year)

Proven Staffing

2017 - 2017 (< 1 year)

Santa Barbara Tax Products Group

2016 - 2017 (1 year)

Uber

2016 - 2016 (< 1 year)

Wachi And Watanabe

2015 - 2016 (1 year)

Jefferson Elementary/ State Of Hawaii

2015 - 2016 (1 year)

Chuck'S Steakhouse

2015 - 2015 (< 1 year)

Hawaiian Airlines

2015 - 2015 (< 1 year)

Qualcomm Inc

2015 - 2015 (< 1 year)

Mapower

2010 - 2015 (5 years)

University Of Hawaii At Manoa

Disclosures

Please visit the SEC profile of Joshua Lightcap to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lightcap Financial Group, LLC

Joshua Lightcap
San Diego, CA

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started