Joshua Aaron Wilcoxson

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2010 → 06/2025
  Commonwealth Financial Network
  Pueblo, CO
• 06/2025 → Present
  Farther
  Pueblo, CO

Previous Registrations

• 2011-01-10 → 2025-06-24
  Commonwealth Financial Network
  Pueblo, CO
  Pueblo, CO

Other Businesses

1. Wilcoxson Wealth Management, LLC - member and 50% owner of entity created for securities business, as of 11/01/2010, 25% of time spent during business hours; conducted at branch location, investment related. 2. Wilcoxson Wealth Management, LLC. Partner and 50% owner of entity that owns investment property located at 601 Court Street, Pueblo, CO 81003, as of 11/01/2010, 5% of time spent during business hours; conducted at branch location; investment related. 3. PWW, LLC - member and part owner of entity created to purchase, sell and rent real estate properties; located in Pueblo, CO, as of 12/10/2012, 0% of time spent during business hours, not conducted at branch location, non-investment related. 4. Fixed insurance sales; as of 11/10/2021; less than 1% of time spent during business hours; conducted at branch location; investment related. 5. Co-Owner, WWMRE, LLC, an entity created for the purpose of buying and managing real estate at 601 Court St., Pueblo CO, 323 W. 20th St., Pueblo CO, and 8908 S. Pine Dr., Beulah CO, as of 11/18/2022; 2.5% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-25

Designations

• Certified Financial Planner

Other Names

• Josh Wilcoxson