Brian Anthony Voss
Professional Summary
Brian Anthony Voss, who also goes by Brian A Voss, is a registered financial advisor currently at VOSS WEALTH MANAGEMENT located in Endicott, New York. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brian has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brian A Voss
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J. W. COLE ADVISORS, INC.
Videos & Posts
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J. W. COLE ADVISORS, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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J. W. COLE ADVISORS, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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J. W. COLE ADVISORS, INC.
Years of Experience
24 years registered in the securities industry
Current & Past Employments
Current
Past
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J. W. COLE ADVISORS, INC.
Current Firm
VOSS WEALTH MANAGEMENT | VOSS WEALTH MANAGEMENT LLC
Contact Information
Main Address
31 Adams Ave., Suite 3c, Endicott, NY 13760Phone Number
(607) 444-2234# of Employees
1SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
148AUM (Assets Under Management)
$93,900,636Similar Advisors
J. W. COLE ADVISORS, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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J. W. COLE ADVISORS, INC.
Primary Firm SEC Registration
VOSS WEALTH MANAGEMENT | VOSS WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(5/15/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2002About the Series 6 examSimilar Advisors
J. W. COLE ADVISORS, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Anthony Voss's CRS (Customer Relationship Summary).
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J. W. COLE ADVISORS, INC.