Joshua K Wardell
Investment adviser representative at Black Coral Financial Advisors, LLC
13 yearsExperience
2 statesRegistered in
$504.4MFirm assets
14 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Black Coral Financial Advisors, LLCFeb 2026 to now
- Raymond James & Associates, Inc.May 2025 to Jan 2026
- Cvent, Inc.Jul 2024 to Apr 2025
- Bliss Experiences, Inc.Oct 2018 to Jun 2024
- UnemployedJun 2018 to Sep 2018
- University of FloridaAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Black Coral Financial Advisors, LLC
$504.4MAssets managed
88Clients
4Advisers
14 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
- 6659800
- Firm CRD
- 154623