Joshua David Rochon

Current Employers

Employment History

• 07/2012 → 04/2018
  Fifth Third Securities
  Toledo, OH
• 04/2018 → 07/2020
  Fourth Dimension Financial Group, Llc
  Perrysburg, OH
• 06/2012 → 04/2018
  Fifth Third Private Bank
  Toledo, OH
• 05/2020 → 12/2021
  Jdr Financial, Llc
  Perrysburg, OH
• 12/2021 → 06/2025
  Tfo Wealth Partners, Llc
  Maumee, OH
• 09/2025 → 01/2026
  Advisory Alpha, Llc
  Holland, MI
• 01/2026 → Present
  Other
  Other, OH
• 04/2026 → Present
  Aan Wealth Advisors Llc
  Canton, OH

Previous Registrations

• 2025-09-24 → 2026-01-21
  Advisory Alpha, Llc
  Perrysburg, OH
  Holland, MI
  Perrysburg, OH
• 2021-12-09 → 2025-06-28
  Tfo Wealth Partners
  Maumee, OH
• 2020-07-01 → 2021-12-02
  Jdr Financial, Llc
  Perrysburg, OH
• 2018-04-24 → 2020-07-28
  Fourth Dimension Financial Group
  Perrysburg, OH
• 2012-10-09 → 2018-04-27
  Fifth Third Securities, Inc.
  Toledo, OH
  Toledo, OH
• 2010-02-16 → 2012-07-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dearborn, MI
  Fort Lauderdale, FL
• 2009-11-16 → 2010-01-07
  Edward Jones
  St Louis, MO
  Coconut Creek, FL
  Coconut Creek, FL
  Coconut Creek, FL
• 2006-06-09 → 2007-11-12
  Key Investment Services Llc
  Sandusky, OH
  Toledo, OH
  Toledo, OH
• 2006-01-09 → 2006-05-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toledo, OH

Other Businesses

1) Joshua Rochon; Investment-related; Perrysburg, OH; Insurance product sales; Licensed insurance agent; 06/2010; Approx. 160 hours/month; Approx. 160 hours/month during trading hours; Sale of fixed insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-06

Designations

Other Names

• Joshua D Rochon
• Joshua David Rochon
• Joshua D Rochon