Joel Nesbitt
Investment adviser representative at Capital A Wealth Management
24 yearsExperience
2 statesRegistered in
$612.9MFirm assets
2 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Capital A Wealth ManagementJan 2025 to now
- Capital A Insurance, LLCOct 2021 to now
- Capital A Wealth ManagementNov 2023 to Dec 2024
- Ae Wealth Management, LLCAug 2022 to Nov 2023
- Capital A Wealth Managment, LLCOct 2021 to Oct 2023
- UnemployedJul 2021 to Sep 2021
- Rebich InvestmentsApr 2021 to Jun 2021
- Ae Wealth Management, LLCJan 2020 to Apr 2021
- Capital A Insurance, LLCJan 2020 to Apr 2021
- Capital A Wealth Management, LLCJan 2020 to Apr 2021
- Capital A Financial & Insurance Associates, Inc.Jan 2020 to Jan 2020
- UnemployedNov 2018 to Jan 2020
- Gwfs Equities, Inc.Aug 2018 to Nov 2018
- UnemployedMay 2018 to Aug 2018
- StudentAug 2002 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, PA).
Capital A Wealth Management
Legal name: Capital A Wealth Management, LLC
$612.9MAssets managed
1,162Clients
12Advisers
2 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
- 7012166
- Firm CRD
- 328863