Joshua Byer

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

• 02/2001 → Present
  Milton Financial
  Fallbrook, CA
• 05/2013 → Present
  J.W. Cole Financial, Inc.
  Fallbrook, CA
• 05/2013 → Present
  J. W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2008-10-01 → 2013-05-10
  Financial Advisers Of America, Llc
  Fallbrook, CA
  Carlsbad, CA
• 2007-04-05 → 2008-10-08
  Osaic Fs, Inc.
  Fallbrook, CA
  Fallbrook, CA

Other Businesses

(1) Milton Wealth Advisor - DBA; 28475 Old Town Front St, Ste D, Temecula, CA 92590

Exams

• S66 Uniform Combined State Law Examination
  2005-04-04

Other Names

• Joshua J. Craig-Byer
• Joshua Byers