Joshua Thomas Dejohn

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → 07/2021
  Cambridge Investment Research, Inc
  Fairfield, IA
• 03/2011 → 07/2021
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 07/2021 → 10/2024
  American Portfolios Financial Services, Inc.
  Pittsford, NY
• 10/2024 → 05/2026
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 05/2026 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2024-10-11 → 2026-05-18
  Osaic Wealth, Inc.
  Ponte Vedra Beach, FL
  Scottsdale, AZ
  Pittsford, NY
• 2021-07-06 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2020-05-28 → 2021-07-09
  Cambridge Investment Research Advisors, Inc.
  Pittsford, NY

Other Businesses

(1) Waterstone Financial Services; DBA; Financial Services/Investments; 10 Office Park Way, Ste 300, Pittsford, NY 14534; Investment Related; Financial Advisor - Owner; Start 5/2026; 170 hours/month, 170 hours/month during trading. (2) Insurance Sales; Life, Fixed Annuity & LTC Ins, Sales; Not investment related; 10 Office Park Way, Ste 300, Pittsford, NY 14534; Agent; Need analysis, research options, discuss with agency and client, take application, monitor status and deliver policy; Start 5/2024; 2 hours/month, 2 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-26
• S63 Uniform Securities Agent State Law Examination
  2003-02-11