JC
Joshua J. Coury
TOLLESON PRIVATE WEALTH MANAGEMENT
Dallas, TX 75205
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CRD#: 6279363
JC
Professional summary
Joshua James Coury, who also goes by Josh Coury, is a registered financial advisor currently at TOLLESON PRIVATE WEALTH MANAGEMENT located in Dallas, Texas.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joshua has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh Coury
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.
Communities in Schools of Greater Tarrant County- 5601 Bridge St. #501 Fort Worth, TX 76112; Volunteer position; Board Member and member of the Finance and Governance Committee; Duties include: Regular board meeting attendance, responsible for overlooking the budget and developing financial goals for the organization, no check signing or investment authority, involved in fundraising; non-investment related; 1-5 hours a month dedicated to this OBA; no compensation received.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua James Coury'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®
NoneExperience
Current
December 24, 2013 - Present
TOLLESON PRIVATE WEALTH MANAGEMENT
Office #1: 5500 Preston Road Suite 250, Dallas, TX 75205RIA
CRD#: 111838
Dallas, TX
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".
TP
TOLLESON PRIVATE WEALTH MANAGEMENT
THE TOLLESON GROUP, LP | TTG FINANCIAL ADVISORS LP | TOLLESON PRIVATE WEALTH MANAGEMENT, LP | TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838 / SEC#: 801-57641
RIA
Registered Investment Advisory firm - (5/26/2000 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
Texas(12/24/2013)
Exams
Current Firm
TP
TOLLESON PRIVATE WEALTH MANAGEMENT
THE TOLLESON GROUP, LP | TTG FINANCIAL ADVISORS LP | TOLLESON PRIVATE WEALTH MANAGEMENT, LP | TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838 / SEC#: 801-57641
RIA
Registered Investment Advisory firm - (5/26/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5500 Preston Road Suite 250, Dallas, TX 75205
Mailing Address
Phone number
(214) 252-3250
Established
Firm type
Fiscal year end
# of Employees
102
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,985 |
| AUM (Assets Under Management) | $ 8,759,140,273 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 12/29/2024 | ||
| 03/01/2024 | ||
| 01/26/2024 |
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.
Company Information
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838Dallas, TX 75205TRUST BUT VERIFY
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