Joshua Cloke, financial advisor Burlington IA
90 score

Joshua Cloke

CRD Number: 5598727
Current Firm: J. W. Cole Advisors, Inc.

Joshua Cloke (CRD# 5598727) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Burlington, IA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Advisors, Inc. Tampa, FL Apr 2016 - Current < 1
J.w. Cole Financial, Inc. Tampa, FL Apr 2016 - Current < 1
Invest Financial Corp. Burlington, IA Nov 2011 - Apr 2016 4
Two Rivers Insurance Services Burlington, IA Aug 2008 - May 2014 5
Grimm Brothers Plastics Wapello, IA Jul 2007 - Aug 2008 1
Rock Island Arsenal Rock Island, IL Jan 2007 - Jul 2007 < 1
Kirkwood Community College Cedar Rapids, IA Aug 2005 - May 2007 1
Intolerance Contract Mfg Cedar Rapids, IA Mar 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Joshua D. Cloke
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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