Joshua Cloke, financial advisor Eugene OR

Joshua Cloke

CRD Number: 5598727
Current Firm: Roehl & Yi Investment Advisors, LLC

Joshua Cloke (CRD# 5598727) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Roehl & Yi Investment Advisors LLC Eugene, OR Mar 2021 - Current 3
J.w. Cole Financial, Inc. Tampa, FL Apr 2016 - Mar 2021 4
J.w. Cole Advisors, Inc. Tampa, FL Apr 2016 - Mar 2021 4
Invest Financial Corp. Burlington, IA Nov 2011 - Apr 2016 4
Two Rivers Insurance Services Burlington, IA Aug 2008 - May 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Joshua D. Cloke
Phone Number: 541-683-2085
Registered State(s):
By the Numbers
  • Total Assets Under Management
    699
    MILLIONS
  • Total Number of Accounts
    1,545
    ACCOUNTS
  • Average Account Value
    $452,308
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, ID, MN, NH, OR, WA

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