Joshua Ekola has been an investment adviser representative at Your Ia since August 2026, and is not listed among the firm’s executive officers or direct owners.
Your Ia, LLC is a St. George, UT firm with $107M under management, 190 clients and 15 advisers across 20 offices, as of its August 2026 filing.
Joshua Ekola’s longest registration was 11 years at Transamerica Financial Advisors, Inc. (2012–2023). Before joining Your Ia in 2026, Joshua Ekola was registered through Summit Global Investments, LLC and Transamerica Financial Advisors, Inc.
- Your Ia, LLCCurrent– present · under a yearCenterville, OH · Adviser representative · Firm CRD 338535
- Summit Global Investments, LLC– · 2 yearsCenterville, OH · Adviser representative · Firm CRD 157091
- Transamerica Financial Advisors, Inc.– · 11 yearsMoraine, OH · Adviser representative · Firm CRD 16164
- Investment Advisors International, Inc.– · under a yearDayton, OH · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
Joshua Ekola is registered as an investment adviser representative in 2 states. Each was approved in August 2026.
- IndianaSince 3 August 2026
- OhioSince 4 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 11 May 2012 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 September 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 August 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joshua Curtis Ekola
- CRD
- 5961731
- Firm
- Your Ia · CRD 338535
- Office
- 60 Rhoads Center Dr Ste D, Centerville, OH 45458
- Registration
- Investment adviser registration
- In the industry since
- November 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Ekola work?
Joshua Ekola is an investment adviser representative registered through Your Ia, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Ekola a financial advisor?
Yes. Joshua Ekola has a current investment-adviser registration in Indiana and Ohio, through Your Ia since August 2026.
How many years of experience does Joshua Ekola have?
Joshua Ekola has 14 years in the financial industry, since November 2011, across 4 adviser firms.
What exams has Joshua Ekola passed?
Joshua Ekola has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 26. The earliest, the Series 6, was passed in August 2011. FINRA credited Joshua Ekola with the SIE, which began in October 2018.
Where did Joshua Ekola work before Your Ia?
Before Your Ia, Joshua Ekola was registered through Summit Global Investments, LLC, January 2024 to August 2026; Transamerica Financial Advisors, Inc., January 2012 to September 2023; Investment Advisors International, Inc., September 2011 to January 2012.
Where is Joshua Ekola based?
Joshua Ekola’s registered office is in Centerville, OH.
Is Joshua Ekola registered with FINRA?
No. Joshua Ekola has no current broker registration.
How can I verify Joshua Ekola’s record?
Search CRD 5961731 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Ekola’s full registration record.