Joshua Nolan is a CFP-designated registered investment advisor, based in Coolidge, AZ, with 2 years of industry experience.
Location
Coolidge, AZ
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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 →Other Business ActivitiesSells Insurance
Joshua is an employee of Axio Wealth Management, LLC, working in client service full-time. He also works as an agent selling and servicing fixed insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
September 2023 - Present · 2 yrs 8 mos
J.W. Cole Financial, INC.
September 2023 - Present · 2 yrs 8 mos
J.W. Cole Financial, INC.Broker
September 2023 - Present · 2 yrs 8 mos
State Registrations6 states
AZCANVTXUTWI
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.