Joshua Ali has been an investment adviser representative at Fortress Wealth Planning since August 2021, and is not listed among the firm’s executive officers or direct owners. Joshua Ali holds a Bachelor of Science in Finance from the University of South Florida.
Fortress Wealth Planning, LLC is a Jacksonville Beach, FL firm with $794M under management, 161 clients and 6 advisers in one office, as of its August 2026 filing.
Joshua Ali is Chief Investment Officer of Fortress Wealth Planning, based in Jacksonville Beach, Florida. He provides the firm's investment strategy and solutions and is responsible for establishing its investment philosophy, including ongoing management of its asset allocation structure. Before joining Fortress, he served individual and institutional clients at Wells Fargo Private Bank and Newport Group.
Joshua Ali’s longest registration is the current one, 5 years at Fortress Wealth Planning since 2021. Before joining Fortress Wealth Planning in 2021, Joshua Ali was registered through Hightower Advisors, LLC.
- Fortress Wealth PlanningCurrent– present · 5 yearsJacksonville Beach, FL · Adviser representative · Firm CRD 307618
- Hightower Advisors, LLC– · 3 yearsPonte Vedra Beach, FL · Adviser representative · Firm CRD 145323
Professional designations
Listed by Fortress Wealth Planning
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Joshua Ali is registered as an investment adviser representative in Florida, since August 2021.
- FloridaSince 18 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 3 March 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Anwar Ali
- CRD
- 6426503
- Firm
- Fortress Wealth Planning · CRD 307618
- Office
- 1400 MARSH LANDING PKWY., SUITE 112, Jacksonville Beach, FL 32250
- Registration
- Investment adviser registration
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fortresswealthplanning.com
Where does Joshua Ali work?
Joshua Ali is an investment adviser representative registered through Fortress Wealth Planning, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Ali a financial advisor?
Yes. Joshua Ali has a current investment-adviser registration in Florida, through Fortress Wealth Planning since August 2021.
How many years of experience does Joshua Ali have?
Joshua Ali has 8 years in the financial industry, since May 2018, across 2 adviser firms.
What exams has Joshua Ali passed?
Joshua Ali passed the Series 7 in March 2015. FINRA credited Joshua Ali with the SIE, which began in October 2018.
Where did Joshua Ali work before Fortress Wealth Planning?
Before Fortress Wealth Planning, Joshua Ali was registered through Hightower Advisors, LLC, April 2018 to June 2021.
Where is Joshua Ali based?
Joshua Ali’s registered office is in Jacksonville Beach, FL.
Is Joshua Ali registered with FINRA?
No. Joshua Ali has no current broker registration.
Is Joshua Ali a CFP?
Fortress Wealth Planning lists Joshua Ali with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Joshua Ali a CFA charterholder?
Fortress Wealth Planning lists Joshua Ali with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Joshua Ali’s record?
Search CRD 6426503 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Ali’s full registration record.
