Joshua D. Rochon

AAN WEALTH ADVISORS

PERRYSBURG, OH 43557

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CRD#: 5033527

Professional summary

Joshua David Rochon, CFP®, who also goes by Joshua D Rochon, is a registered financial advisor currently at AAN WEALTH ADVISORS LLC located in Perrysburg, Ohio.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Joshua has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua D Rochon

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 Joshua David Rochon'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^®

Certified Financial Planner

Start date: 2013

Experience

Current

April 2, 2026 - Present

AAN WEALTH ADVISORS LLC

Office #1: 30069 Waterford Drive, Perrysburg, OH 43557

RIA

CRD#: 300652

PERRYSBURG, OH

Past

September 24, 2025 - January 21, 2026

ADVISORY ALPHA, LLC

RIA

CRD#: 158282

Perrysburg, OH

Past

December 9, 2021 - June 28, 2025

TFO WEALTH PARTNERS

RIA

CRD#: 124407

MAUMEE, OH

Past

July 1, 2020 - December 2, 2021

JDR FINANCIAL, LLC

RIA

CRD#: 309303

Perrysburg, OH

Past

April 24, 2018 - July 28, 2020

FOURTH DIMENSION FINANCIAL GROUP

RIA

CRD#: 156733

PERRYSBURG, OH

Past

October 9, 2012 - April 27, 2018

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

TOLEDO, OH

Past

October 5, 2012 - April 27, 2018

FIFTH THIRD SECURITIES, INC.

CRD#: 628

TOLEDO, OH

Past

February 16, 2010 - July 16, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DEARBORN, MI

Past

February 11, 2010 - July 16, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DEARBORN, MI

Past

November 16, 2009 - January 7, 2010

EDWARD JONES

RIA

CRD#: 250

COCONUT CREEK, FL

Past

October 27, 2009 - January 7, 2010

EDWARD JONES

CRD#: 250

COCONUT CREEK, FL

Past

June 9, 2006 - November 12, 2007

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

TOLEDO, OH

Past

June 8, 2006 - November 12, 2007

KEY INVESTMENT SERVICES LLC

CRD#: 136300

TOLEDO, OH

Past

January 9, 2006 - May 2, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

TOLEDO, OH

Past

December 9, 2005 - May 2, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

TOLEDO, OH

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

Ohio
(4/2/2026)

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

State Security Law Exam

IAR

Series 66

Date: 11/6/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/26/2009

General Securities Representative Examination

Current Firm

AAN WEALTH ADVISORS LLC

AAN WEALTH ADVISORS | AAN WEALTH ADVISORS LLC

CRD#: 300652 / SEC#:

Arkansas

Registered Investment Advisory firm - (2/11/2020 Approved)

Louisiana

Registered Investment Advisory firm - (6/25/2024 Approved)

Michigan

Registered Investment Advisory firm - (10/19/2023 Approved)

New Mexico

Registered Investment Advisory firm - (11/6/2023 Approved)

Ohio

Registered Investment Advisory firm - (3/5/2019 Approved)

Oregon

Registered Investment Advisory firm - (8/7/2025 Approved)

South Carolina

Registered Investment Advisory firm - (8/14/2023 Approved)

Tennessee

Registered Investment Advisory firm - (1/30/2020 Approved)

Texas

Registered Investment Advisory firm - (11/27/2023 Approved)

PREMIUM

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Contact information

Main Address

4450 Belden Village Ave Nw Suite 704, Canton, OH 44718

Mailing Address

Phone number

(888) 720-0360

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	411
AUM (Assets Under Management)	$ 83,850,258

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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Advisor Monitoring

Firm Stability Insights

Joshua D. Rochon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua David Rochon's CRS (Customer Relationship Summary).

Certified licenses

Experience

AAN WEALTH ADVISORS LLC

ADVISORY ALPHA, LLC

TFO WEALTH PARTNERS

JDR FINANCIAL, LLC

FOURTH DIMENSION FINANCIAL GROUP

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

EDWARD JONES

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 11/6/2009

SIE

Date: 4/27/2018

Series 7

Date: 10/26/2009

Current Firm

AAN WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AAN WEALTH ADVISORS LLC

TRUST BUT VERIFY

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