Joshua Daniel Cloke

Current Employers

Employment History

• 04/2016 → 03/2021
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2016 → 03/2021
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 03/2021 → 06/2025
  Roehl & Yi Investment Advisors Llc
  Eugene, OR
• 07/2025 → Present
  Jones & Roth Financial Advisors, Llc
  Eugene, OR
• 07/2025 → 09/2025
  Avantax Investment Services Inc.
  Eugene, OR
• 07/2025 → 09/2025
  Avantax Insurance Services
  Eugene, OR
• 07/2025 → 09/2025
  Avantax Advisory Services
  Eugene, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Bend, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-07-11 → 2025-09-05
  Avantax Advisory Services
  Hillsboro, OR
  Eugene, OR
  Dallas, TX
  Bend, OR
• 2021-03-10 → 2025-07-01
  Roehl & Yi Investment Advisors, Llc
  Eugene, OR
• 2016-04-19 → 2021-03-31
  J. W. Cole Advisors, Inc.
  Burlington, IA
  Leaburg, OR
  Tampa, FL
  Eugene, OR
  Blue River, OR
• 2012-06-01 → 2016-04-29
  Invest Financial Corporation
  Burlington, IA
  Burlington, IA
  Burlington, IA
  Burlington, IA

Other Businesses

1) JONES & ROTH FINANCIAL ADVISORS, LLC POSITION: Financial Advisor NATURE: Jones and Roth Financial Advisors, LLC provides, investment management, portfolio reviews, retirement income planning and financial planning to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 110 START DATE: 07/01/2025 ADDRESS: 260 Country Club Rd, Ste 100, Eugene OR 97401, United States DESCRIPTION: I provide financial planning, investment management, retirement income planning, risk analysis for the clients investment portfolio. I also assess and make recommendations on investments and insurance products.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-08-11
• S66 Uniform Combined State Law Examination
  2012-05-31

Other Names

• Josh Cloke
• Joshua D Cloke