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JC

Joseph A. Chowansky

WILLOW
Rogers, AR 72756
Some features on this profile are disabled
CRD#: 7286293
JC

Professional summary


Joseph Angelo Chowansky is a registered financial advisor currently at WILLOW located in Rogers, Arkansas.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joseph has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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) Licensed insurance agent; Investment-related; 2860 West Walnut Street, Suite 100, Rogers, AR, 72756; License maintained for insurance sales and implementation of insurance recommendations; No activity conducted; 0 hours per month, 0 during trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Joseph Angelo Chowansky's CRS (Customer Relationship Summary).
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®
None

Experience


Current

October 23, 2025 - Present

WILLOW

Office #1: 2860 West Walnut Street Suite 100, Rogers, AR 72756
RIA
CRD#: 325785
Rogers, AR
Past

November 5, 2020 - October 13, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
ROGERS, AR
Past

October 14, 2020 - October 13, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
ROGERS, AR

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".
WI
WILLOW
PATHWAY | WILLOW FINANCIAL LLC | WILLOW

CRD#: 325785 / SEC#: 801-131403

RIA
Registered Investment Advisory firm - (11/1/2024 Approved)
Arkansas
Registered Investment Advisory firm - (11/21/2024 Terminated)
Oklahoma
Registered Investment Advisory firm - (12/2/2024 Terminated)
Tennessee
Registered Investment Advisory firm - (11/20/2024 Terminated)
Texas
Registered Investment Advisory firm - (11/20/2024 Terminated)

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
Arkansas
(10/23/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/4/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/14/2020
General Securities Representative Examination
General Industry/Product Exam

Current Firm


WI
WILLOW
PATHWAY | WILLOW FINANCIAL LLC | WILLOW

CRD#: 325785 / SEC#: 801-131403

RIA
Registered Investment Advisory firm - (11/1/2024 Approved)
Arkansas
Registered Investment Advisory firm - (11/21/2024 Terminated)
Oklahoma
Registered Investment Advisory firm - (12/2/2024 Terminated)
Tennessee
Registered Investment Advisory firm - (11/20/2024 Terminated)
Texas
Registered Investment Advisory firm - (11/20/2024 Terminated)
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Contact information


Main Address
2860 West Walnut Street Suite 100, Rogers, AR 72756
Mailing Address
Phone number
(479) 709-3949
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WILLOW FINANCIAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (11/14/2025)

Regulatory assets under management


Total Number of Accounts326
AUM (Assets Under Management)$ 110,146,108

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


WILLOW

CRD#: 325785Rogers, AR 72756

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