Josh Farmer has been an investment adviser representative at Shelter Wealth Strategies since May 2026, and is not listed among the firm’s executive officers or direct owners.
Shelter Wealth Strategies, LLC is a Houston, TX firm with $144M under management, 38 clients and 8 advisers across 5 offices, as of its June 2026 filing.
- – present · under a yearSan Diego, CA · Adviser representative · Firm CRD 170655
Investment adviser representative registrations
Josh Farmer is registered as an investment adviser representative in California, as a resident of California, since May 2026.
- CaliforniaResidentSince 26 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 5 June 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 May 2003 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Josh Travis Farmer
- CRD
- 4638987
- Firm
- Shelter Wealth Strategies · CRD 170655
- Office
- San Diego, CA
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Josh Farmer work?
Josh Farmer is an investment adviser representative registered through Shelter Wealth Strategies, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Josh Farmer a financial advisor?
Yes. Josh Farmer has a current investment-adviser registration in California, through Shelter Wealth Strategies since May 2026.
How many years of experience does Josh Farmer have?
Josh Farmer has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Josh Farmer passed?
Josh Farmer has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in May 2003.
Where is Josh Farmer based?
Josh Farmer’s registered office is in San Diego, CA.
Is Josh Farmer registered with FINRA?
No. Josh Farmer has no current broker registration.
How can I verify Josh Farmer’s record?
Search CRD 4638987 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Josh Farmer’s full registration record.