Caleb John Josey
Investment adviser representative at Brett Josey Wealth Management LLC
6 yearsExperience
2 statesRegistered in
$142.6MFirm assets
4 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Brett Josey Wealth Management LLCSep 2019 to now
- UnemployedApr 2019 to Aug 2019
- BancorpsouthJan 2019 to Mar 2019
- UnemployedSep 2018 to Dec 2018
- Heard Mcelroy & Vestal Cpa FirmFeb 2018 to Apr 2018
- Louisiana State University In ShreveportSep 2017 to Aug 2018
- Louisiana State University In ShreveportJan 2014 to May 2017
- Stonebridge Community AssociationMay 2013 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Brett Josey Wealth Management LLC
$142.6MAssets managed
23Clients
2Advisers
4 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
- 7219189
- Firm CRD
- 107870