Joshua Cloke is a registered investment advisor, based in Eugene, OR, with 14 years of industry experience.
Location
260 Country Club Road Suite100, Eugene, OR, 97401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Joshua is a consultant for Thrive Income Distribution System, setting up marketing campaigns, and serves as an elected board member for Blue River Park & Recreation District, Blue River Water District, and McKenzie Community School District. These activities require minimal time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Roehl & Yi Investment Advisors, LLC
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations3 states
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.