Joshua Cohen has been an investment adviser representative at AMJ Financial Wealth Management since August 2024, and is not listed among the firm’s executive officers or direct owners. Joshua Cohen holds a Bachelor's degree in Finance from James Madison University.
Amj Financial Wealth Management LLC is a Leesburg, VA firm with $482M under management, 470 clients and 7 advisers in one office, as of its March 2026 filing.
Josh Cohen is Senior Paraplanner of AMJ Financial Wealth Management. He joined the firm in July 2023 as a paraplanner and is currently a senior paraplanner. He works with the financial planning team so that clients' plans accurately reflect their goals.
- – present · 2 yearsLeesburg, VA · Adviser representative · Firm CRD 162878
Professional designations
Listed by AMJ Financial Wealth Management
- Financial Paraplanner Qualified Professional (FPQP®)
Investment adviser representative registrations
Joshua Cohen is registered as an investment adviser representative in Virginia, since August 2024.
- VirginiaSince 12 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua Clark Cohen
- CRD
- 7785448
- Firm
- AMJ Financial Wealth Management · CRD 162878
- Office
- 44160 SCHOLAR PLAZA, SUITE 490, Leesburg, VA 20176
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- amjfinancial.com
Where does Joshua Cohen work?
Joshua Cohen is an investment adviser representative registered through Amj Financial Wealth Management LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Cohen a financial advisor?
Yes. Joshua Cohen has a current investment-adviser registration in Virginia, through AMJ Financial Wealth Management since August 2024.
How many years of experience does Joshua Cohen have?
Joshua Cohen has 2 years in the financial industry, since August 2024, across 1 adviser firm.
What exams has Joshua Cohen passed?
Joshua Cohen passed the Series 65 in August 2024.
Where is Joshua Cohen based?
Joshua Cohen’s registered office is in Leesburg, VA.
Is Joshua Cohen registered with FINRA?
No. Joshua Cohen has no current broker registration.
How can I verify Joshua Cohen’s record?
Search CRD 7785448 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Cohen’s full registration record.