Joseph R. Coulson

FARTHER

Charlottesville, VA 22903

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CRD#: 2584957

Professional summary

Joseph Ryerson Coulson is a registered financial advisor currently at FARTHER located in Charlottesville, Virginia.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Joseph has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Ryerson Coulson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 9, 2025 - Present

FARTHER

Office #1: 505 Faulconer Drive Unit 2c, Charlottesville, VA 22903

RIA

CRD#: 302050

Charlottesville, VA

Past

August 18, 2016 - October 9, 2025

GRAND STRATEGY CAPITAL, LLC

RIA

CRD#: 154400

CHARLOTTESVILLE, VA

Past

October 5, 2009 - August 18, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

RICHMOND, VA

Past

October 5, 2009 - August 18, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

RICHMOND, VA

Past

May 27, 2009 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

RICHMOND, VA

Past

May 8, 2009 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

RICHMOND, VA

Past

April 20, 2001 - May 27, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

CHARLOTTESVILLE, VA

Past

November 16, 2000 - May 27, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

CHARLOTTESVILLE, VA

Past

October 16, 1998 - July 17, 2000

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

Past

February 14, 1995 - October 10, 1997

SUTTER SECURITIES INCORPORATED

CRD#: 30770

IRVINE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(10/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/5/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/7/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/18/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/13/1995

General Securities Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Joseph R. Coulson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Ryerson Coulson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRAND STRATEGY CAPITAL, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

BANC OF AMERICA SECURITIES LLC

SUTTER SECURITIES INCORPORATED

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 4/5/2001

Series 63

Date: 4/7/1995

SIE

Date: 8/18/2016

Series 7

Date: 2/13/1995

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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