Joshua A. Wilcoxson
FARTHER
Pueblo, CO 81003
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CRD#: 4849503
Professional summary
Joshua Aaron Wilcoxson, AIF®, CFP®, who also goes by Josh Wilcoxson, is a registered financial advisor currently at FARTHER located in Pueblo, Colorado.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Joshua has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh Wilcoxson
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.
1. Wilcoxson Wealth Management, LLC - member and 50% owner of entity created for securities business, as of 11/01/2010, 25% of time spent during business hours; conducted at branch location, investment related. 2. Wilcoxson Wealth Management, LLC. Partner and 50% owner of entity that owns investment property located at 601 Court Street, Pueblo, CO 81003, as of 11/01/2010, 5% of time spent during business hours; conducted at branch location; investment related. 3. PWW, LLC - member and part owner of entity created to purchase, sell and rent real estate properties; located in Pueblo, CO, as of 12/10/2012, 0% of time spent during business hours, not conducted at branch location, non-investment related. 4. Fixed insurance sales; as of 11/10/2021; less than 1% of time spent during business hours; conducted at branch location; investment related. 5. Co-Owner, WWMRE, LLC, an entity created for the purpose of buying and managing real estate at 601 Court St., Pueblo CO, 323 W. 20th St., Pueblo CO, and 8908 S. Pine Dr., Beulah CO, as of 11/18/2022; 2.5% of time spent during business hours; Conducted at branch; Investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Aaron Wilcoxson's 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®
CFP®
Start date: 2019
Experience
Current
June 26, 2025 - Present
FARTHER
Office #1: 601 Court Street, Pueblo, CO 81003RIA
CRD#: 302050
Pueblo, CO
Past
January 10, 2011 - June 24, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
PUEBLO, CO
Past
January 5, 2010 - June 24, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
PUEBLO, CO
Past
July 2, 2007 - March 16, 2009
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
PHILADELPHIA, PA
Past
April 12, 2007 - July 2, 2007
MBSC, LLC
BD
CRD#: 42430
PHILADELPHIA, PA
Past
April 22, 2005 - March 23, 2007
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
PUEBLO, CO
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".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
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
Colorado(6/26/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 Approved)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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Company Information
FARTHER
CRD#: 302050Pueblo, CO 81003TRUST BUT VERIFY
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