Joshua Christopher Beas
Investment adviser representative at Cookson Peirce Wealth Management
14 yearsExperience
2 statesRegistered in
$2.6BFirm assets
42 yearsFirm in business
Are you Joshua Christopher Beas? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Cookson Peirce Wealth ManagementFeb 2013 to now
- Cookson PeirceDec 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
Cookson Peirce Wealth Management
Legal name: Cookson Peirce & Co Inc
$2.6BAssets managed
1,648Clients
23Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4362624
- Firm CRD
- 110729