Joshua Mcgregor Colton
Investment adviser representative at Colton Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$135.1MFirm assets
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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
- Pension consulting
Experience
11 years in the industry.
- Colton Wealth ManagementJan 2020 to now
- Full-time Student: Texas Tech UniversityAug 2018 to Dec 2019
- Texas Tech University College of Human SciencesAug 2018 to Dec 2019
- Colton Wealth ManagementJun 2017 to Dec 2019
- Lucas, Horsfall, Murphy & Pindroh, LLPJan 2017 to Apr 2017
- Brigham Young University - IdahoAug 2015 to Jul 2018
- Full-time Student: Brigham Young University - IdahoApr 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Colton Wealth Management
$135.1MAssets managed
109Clients
2Advisers
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
- 7180541
- Firm CRD
- 150486