JC
CFP
JC
CFP

Joshua Colwell

12 Years of Experience
Newnan, GA
1 DisclosureBroker

Joshua Colwell is a CFP-designated registered investment advisor, based in Newnan, GA, with 12 years of industry experience.

Location

254 Bullsbora Dr, Newnan, GA, 30263

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History

Regulatory History (1)
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Customer Dispute
December 2020
Denied
Other Business Activities

Joshua owns CoWealth Properties LLC, a holding company that owns the property his advisory practice operates out of, and leases the property to his advisory practice. He dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Edward Jones
September 2013 - September 2022 · 9 yrs
Edward JonesBroker
July 2013 - September 2022 · 9 yrs 2 mos
State Registrations29 states
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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.
Joshua Colwell - Financial Advisor | TrueAdvisor