Joshua Potterton is a registered investment advisor, based in Honolulu, HI, with 21 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold.
Location
555 South Street, Apt 102, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2010Settled
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2025 - Present · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Edward Jones
January 2007 - June 2025 · 18 yrs 5 mos
Edward JonesBroker
August 2005 - June 2025 · 19 yrs 10 mos
State Registrations18 states
AZCACOFLGAHIMIMNMONVOHORSDTNTXVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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