Joshua Paulus, financial advisor Port Orchard WA

Joshua Paulus

CRD Number: 6238618
Current Firm: Cobalt Wealth Management

Joshua Paulus (CRD# 6238618) is an Investment Advisor Representative working at Cobalt Wealth Management in Port Orchard, WA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Northwest Lax Shack Port Orchard, WA Mar 2017 - Current 7
Lpl Financial LLC Silverdale, WA Aug 2017 - Jul 2018 < 1
Kitsap Credit Union Silverdale, WA Aug 2017 - Jun 2018 < 1
Scottrade Financial Tacoma, WA Aug 2013 - Aug 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for Joshua S. Paulus
Phone Number: (253) 525-3019
Firm Website: http://www.cobaltwm.com
Registered State(s):
  • WA
Current Firm Details
Cobalt Wealth Management
Firm's CRD Number: 300654
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $55,556
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
Types of Clients
Registered States

WA

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