Caleb Josey has been an investment adviser representative at Brett Josey Wealth Management since May 2020, and is not listed among the firm’s executive officers or direct owners.
Brett Josey Wealth Management LLC is a firm with $143M under management, 23 clients and 2 advisers in one office, as of its March 2026 filing.
- – present · 6 yearsBenton, LA · Adviser representative · Firm CRD 107870
Investment adviser representative registrations
Caleb Josey is registered as an investment adviser representative in 2 states. Each was approved in May 2020.
- LouisianaSince 29 May 2020
- TexasSince 29 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 May 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Caleb John Josey
- CRD
- 7219189
- Firm
- Brett Josey Wealth Management · CRD 107870
- Office
- Benton, LA
- Registration
- Investment adviser registration
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Caleb Josey work?
Caleb Josey is an investment adviser representative registered through Brett Josey Wealth Management LLC since May 2020, and is not listed among the firm’s executive officers or direct owners.
Is Caleb Josey a financial advisor?
Yes. Caleb Josey has a current investment-adviser registration in Louisiana and Texas, through Brett Josey Wealth Management since May 2020.
How many years of experience does Caleb Josey have?
Caleb Josey has 6 years in the financial industry, since May 2020, across 1 adviser firm.
What exams has Caleb Josey passed?
Caleb Josey passed the Series 65 in May 2020.
Where is Caleb Josey based?
Caleb Josey’s registered office is in Benton, LA.
Is Caleb Josey registered with FINRA?
No. Caleb Josey has no current broker registration.
How can I verify Caleb Josey’s record?
Search CRD 7219189 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Caleb Josey’s full registration record.