JP
JP

Joshua Michael Pohl

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
677 clients
Average Client Portfolio
$635K average
Assets Under Management
$429.7M

Fee Structure

Minimum Investment:$250K
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Location

2211 Michelson Dr Suite 1150, Irvine, CA, 92612

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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.

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Employment History
Current Registrations
Hobart Wealth
September 2025 - Present · 5 mos
Previous Registrations
Ep Wealth Advisors
December 2024 - August 2025 · 8 mos
Aw SecuritiesBroker
June 2022 - August 2023 · 1 yr 2 mos
TD Ameritrade, INC.Broker
August 2015 - April 2021 · 5 yrs 8 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Joshua Michael Pohl - Financial Advisor | TrueAdvisor