Joshua Preston is a registered investment advisor, based in Scottsdale, AZ, with 7 years of industry experience.
Location
14321 North Northsight Blvd., Scottsdale, AZ, 85260
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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 →Employment History
Current Registrations
Vanguard Marketing CorporationBroker
August 2025 - Present · 1 yr 1 mo
Vanguard Advisers, INC.
August 2025 - Present · 1 yr 1 mo
Vanguard Marketing Corporation
August 2025 - Present · 1 yr 1 mo
Previous Registrations
J.P. Morgan Securities LLC
November 2022 - April 2025 · 2 yrs 5 mos
J.P. Morgan Securities LLCBroker
November 2022 - April 2025 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2021 - August 2022 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2021 - August 2022 · 9 mos
J.P. Morgan Securities LLCBroker
September 2019 - September 2021 · 2 yrs
USAA Financial Advisors, INC.Broker
September 2018 - July 2019 · 10 mos
Charles Schwab & CO., INC.Broker
February 2018 - September 2018 · 7 mos
State Registrations2 states
AZTX
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.