Joshua T. Cochran
Professional summary
Joshua Timothy Cochran, CFA, who also goes by Joshua T Cochran, is a registered financial advisor currently at COCHRAN WEALTH LLC located in Atlanta, Georgia.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Joshua has worked at 4 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Timothy Cochran's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 21, 2023 - Present
COCHRAN WEALTH LLC
July 27, 2015 - December 31, 2022
COCHRAN WEALTH LLC
April 17, 2014 - June 5, 2015
FIFTH THIRD SECURITIES, INC.
April 15, 2014 - June 5, 2015
FIFTH THIRD SECURITIES, INC.
February 20, 2014 - February 24, 2014
IRC SECURITIES LLC
April 9, 2009 - August 13, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 18, 2009 - August 13, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/21/2023)
Exams
Current Firm
COCHRAN WEALTH LLC
CRD#: 271034 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 73 |
| AUM (Assets Under Management) | $ 11,931,541 |
Red Flags
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