Joshua Aaron Belkin

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

• 05/2010 → 10/2016
  Jpmorgan Chase Bank
  Woodland Hills, CA
• 05/2010 → 10/2016
  Chase Investment Services Corp
  Woodland Hills, CA
• 10/2012 → 10/2016
  J.P. Morgan Securities Llc
  Tarzana, CA
• 10/2016 → 09/2018
  Leumi Investment Services, Inc.
  Los Angeles, CA
• 08/2020 → 05/2024
  Massmutual Life Insurance Company
  Newport Beach, CA
• 09/2020 → 05/2024
  Mml Investors Services, Llc
  Newport Beach, CA
• 10/2018 → Present
  Culture Class Travel
  Simi Valley, CA
• 05/2024 → Present
  J.W. Cole Financial, Inc
  Tampa, FL
• 05/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2020-09-08 → 2024-05-24
  Mml Investors Services, Llc
  San Diego, CA
  Newport Beach, CA
  San Diego, CA
  Los Angeles, CA
• 2016-10-20 → 2018-09-12
  Valley Financial Management, Inc.
  Los Angeles, CA
• 2012-10-01 → 2016-10-18
  J.P. Morgan Securities Llc
  Encino, CA
  Tarzana, CA
  Tarzana, CA
  Reseda, CA
  Woodland Hills, CA
  Westlake Village, CA
  Westlake Village, CA
• 2010-12-15 → 2012-10-01
  Chase Investment Services Corp.
  Tarzana, CA
  Woodland Hills, CA
  Tarzana, CA
  Encino, CA

Other Businesses

(1) Modern Wealth Design; DBA; 125 S. Olive Street, Orange, CA 92866; Financial Planner; Financial Advising, planning and management; Start 2/1/2024; 40 hours/month, 40 hours/month during trading. (2) Website; Travel and Wrestling; 4546 Edgeware Rd, Unit A, San Diego, CA 92116; Owner; Creating Clients who like to travel or wrestling, and sell shirts and products via Amazon; Start 9/2018; 4 hours/month, 0 during trading. (3) Joshua Belkin; Not Investment Related; 4546 Edgeware Road Unit A, San Diego CA 92116; Disability, Sales; Owner Operator; Start 9/1/2025; 10 hours/month during trading hours. (4) Advisory Board - Cauliflower Alley Club; Not Investment Related; 4857 Spruce Creek Rd, Port Orange, Fl 32127; Fundraising for non profit and planning events; Vice Chair - Advisory Board Member; 4/2026; 2-4 hrs/mo during trading hrs; Helping plan nostalgia room, fund raising, organization and planning for future events.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-14
• S63 Uniform Securities Agent State Law Examination
  2010-06-11

Other Names

• Joshua A Belkin