Joshua Horton has been Founder & CCO of Big Sky Wealth Advisors since September 2022, is a control person of the firm and directly owns 75% or more of it. Joshua Horton holds a B.A. in Psychology from Seattle University.
Big Sky Wealth Advisors, LLC is a Great Falls, MT firm with $135M under management, 207 clients and 2 advisers in one office, as of its June 2026 filing.
Josh Horton is Founder of Big Sky Wealth Advisors in Great Falls, Montana. A native of Great Falls, Horton moved back to his hometown to partner as a financial advisor with his father.
Joshua Horton’s longest registration was 9 years at Stifel, Nicolaus & Company, Incorporated (2013–2022). Before joining Big Sky Wealth Advisors in 2022, Joshua Horton was registered through Stifel, Nicolaus & Company, Incorporated.
- Big Sky Wealth Advisors, LLCCurrent– present · 4 yearsGreat Falls, MT · Adviser representative · Firm CRD 321272
- Stifel, Nicolaus & Company, Incorporated– · 9 yearsGreat Falls, MT · Adviser representative · Firm CRD 793
Professional designations
Listed by Big Sky Wealth Advisors
- Certified Exit Planning Advisor (CEPA)
- National Social Security Advisor (NSSA®)
- Certified Professional Retirement Coach (CPRC)
Investment adviser representative registrations
Joshua Horton is registered as an investment adviser representative in 2 states. The first approvals date from October 2022; the most recent is Texas, in September 2024.
- MontanaSince 3 October 2022
- TexasSince 19 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 June 2013 |
| Series 7 | General Securities Representative Examination | 10 June 2013 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Thomas Horton
- CRD
- 6187019
- Firm
- Big Sky Wealth Advisors · CRD 321272
- Role
- Founder & CCO
- Office
- 812 14TH STREET N, Great Falls, MT 59401
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bigskywealthadvisors.com
Where does Joshua Horton work?
Joshua Horton has been Founder & CCO of Big Sky Wealth Advisors, LLC since September 2022, and is a control person of the firm.
Is Joshua Horton a financial advisor?
Yes. Joshua Horton has a current investment-adviser registration in Montana and Texas, through Big Sky Wealth Advisors since October 2022.
How many years of experience does Joshua Horton have?
Joshua Horton has 13 years in the financial industry, since June 2013, across 2 adviser firms.
What exams has Joshua Horton passed?
Joshua Horton has passed 3 licensing exams: the Series 7, Series 66 and Series 6TO. The earliest, the Series 7, was passed in June 2013. FINRA credited Joshua Horton with the SIE, which began in October 2018.
Where is Joshua Horton based?
Joshua Horton’s registered office is in Great Falls, MT.
Is Joshua Horton registered with FINRA?
No. Joshua Horton has no current broker registration.
How can I verify Joshua Horton’s record?
Search CRD 6187019 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Horton’s full registration record.