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CFP
JW
CFP

Joshua Wakefield

Cooper Mcmanus
14 Years of Experience
Spring Hill, TN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Joshua Wakefield is a CFP-designated registered investment advisor at Cooper Mcmanus, based in Spring Hill, TN, with 14 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 3,482 clients with $2.9B in assets under management.

Cooper Mcmanus
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
3,482 clients
Average Client Portfolio
$819K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee for asset management will not exceed 2.00% (or up to 2.25% for the WealthPort Wrap Program). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Spring Hill, TN

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History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Joshua is an investment advisor representative, an independent insurance agent for various companies (dedicating a few hours per week), operates a securities DBA, owns real estate, and is an owner of J2L Properties LLC. The insurance sales are not investment-related.

Employment History
Current Registrations
Cooper Mcmanus
May 2021 - Present · 5 yrs 5 mos
Cambridge Investment Research, INC.Broker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
MML Investors Services, LLC
June 2016 - May 2021 · 4 yrs 11 mos
MML Investors Services, LLCBroker
June 2016 - May 2021 · 4 yrs 11 mos
Northwestern Mutual Investment Services,llc
February 2014 - May 2016 · 2 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
May 2012 - May 2016 · 4 yrs
State Registrations23 states
AZCAFLGAHIIDILKYMAMDMIMNMONJNMOHORPATNTXVAWAWI
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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