Joshua Clark Cohen
Investment adviser representative at Amj Financial Wealth Management LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$481.8MFirm 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 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
- Seminars and workshops
Experience
12 years in the industry.
- Amj Financial Wealth Management LLCJul 2023 to now
- Glory DaysJun 2022 to Aug 2022
- DominosJul 2020 to Aug 2021
- James Madison UniversityAug 2019 to May 2023
- StaplesJun 2018 to Jul 2020
- UnemployedJan 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Amj Financial Wealth Management LLC
$481.8MAssets managed
470Clients
17Advisers
8 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
- 7785448
- Firm CRD
- 162878