Joshua Mcgregor Colton

Employer firm

Colton Wealth Management CRD 150486

$135M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension 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

• 08/2015 → 07/2018
  Brigham Young University - Idaho
  Rexburg, ID
• 01/2017 → 04/2017
  Lucas, Horsfall, Murphy & Pindroh, Llp
  Pasadena, CA
• 08/2018 → 12/2019
  Texas Tech University College Of Human Sciences
  Lubbock, TX
• 01/2020 → Present
  Colton Wealth Management
  Arcadia, CA
• 06/2017 → 12/2019
  Colton Wealth Management
  Arcadia, CA
• 04/2015 → 07/2018
  Full-Time Student: Brigham Young University - Idaho
  Rexburg, ID
• 08/2018 → 12/2019
  Full-Time Student: Texas Tech University
  Lubbock, TX

Other Businesses

1) Brigham Young University Idaho - Adjunct; Not Investment Related; 101 S Center St. Rexburg, Idaho, 83460; Teaching Financial Planning in the finance department; Adjunct Online Instructor; Adjunct Online Instructor; January 1, 2026; Total Hours Per Month 5; Total Hours During securities Trading Hours 3; Teaching FIN 418 - Financial Planning; 2) Wealth Management Professional Association 501c3; Not Investment Related; 5940 Granite Lake Dr. Granite Bay, California, 95746; 501c3 charity. Assists students who seek to take licensing exams with exam costs and study material costs; Secretary; Founding member/Board Member; January 1, 2026; Total Hours Per Month 4; Total Hours During securities Trading Hours 0; Speaking with students to help evaluate candidates. Meet bi-weekly to discuss the future and current status of the charity;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-23

Designations

• Certified Financial Planner