Joshua Michael Wilson
Investment adviser representative at Commonwealth Financial Network
15 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Commonwealth Financial NetworkMay 2024 to now
- Pin Wealth, LLCJan 2022 to now
- Purshe Kaplan Sterling Investments, IncJan 2022 to May 2024
- Securities America AdvisorsOct 2017 to Jan 2022
- Securities America, Inc.Oct 2017 to Jan 2022
- National Planning CorporationDec 2013 to Oct 2017
- Life Insurance AgencySep 2011 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 5522320
- Firm CRD
- 8032