Joshua Wilson is a registered investment advisor, based in Oceanside, CA, with 9 years of industry experience.
Location
Oceanside, CA
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Regulatory History (1)
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Employment Separation After Allegations
June 2025Other Business Activities
Joshua is an independent sales distributor, focusing on marketing, since 2021. This activity requires about 10-20% of his time.
Employment History
Current Registrations
Transamerica Investors Securities, LLCBroker
January 2026 - Present · 4 mos
Transamerica Investors Securities, LLC
January 2026 - Present · 4 mos
Transamerica Retirement Advisors, LLC
January 2026 - Present · 4 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - July 2025 · 4 mos
Fidelity Personal and Workplace Advisors
December 2021 - March 2025 · 3 yrs 3 mos
Fidelity Brokerage Services LLCBroker
November 2021 - July 2025 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2019 - September 2021 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2019 - September 2021 · 2 yrs 5 mos
Edward Jones
February 2016 - January 2019 · 2 yrs 11 mos
Edward JonesBroker
January 2016 - January 2019 · 3 yrs
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.