Joshua Colton (CRD# 7180541) is an Investment Advisor Representative working at Colton Wealth Management in Arcadia, CA and has over 4 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colton Wealth Management | Arcadia, CA | Jan 2020 - Current | 4 |
| Texas Tech University College Of Human Sciences | Lubbock, TX | Aug 2018 - Dec 2019 | 1 |
| Full-time Student: Texas Tech University | Lubbock, TX | Aug 2018 - Dec 2019 | 1 |
| Colton Wealth Management | Arcadia, CA | Jun 2017 - Dec 2019 | 2 |
| Brigham Young University - Idaho | Rexburg, ID | Aug 2015 - Jul 2018 | 2 |
| Full-time Student: Brigham Young University - Idaho | Rexburg, ID | Apr 2015 - Jul 2018 | 3 |
| Lucas, Horsfall, Murphy & Pindroh, LLP | Pasadena, CA | Jan 2017 - Apr 2017 | < 1 |
| Colton Wealth Management | Arcadia, CA | Jul 2015 - Sep 2015 | < 1 |
| Missionary: The Church Of Jesus Christ Of Latter-day Saints | Lima, | Apr 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- CA
-
Total Assets Under Management107MILLIONS
-
Total Number of Accounts254ACCOUNTS
-
Average Account Value$421,884
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.