Joshua McCaslin has held the title Member at Hexagon Capital Partners since November 2019, is a control person of the firm and directly owns between 10% and 25% of it. Joshua McCaslin holds a Bachelor's degree in Finance from the University of Arkansas.
Hexagon Capital Partners, LLC is a Rogers, AR firm with $965M under management, 445 clients and 5 advisers in one office, as of its March 2026 filing.
Joshua McCaslin is with Hexagon Capital Partners. He began his career with Merrill Lynch and then joined Brent Henry and Dustin Colebank at Morgan Stanley. With more than 14 years of experience, his focus is on developing wealth management strategies, consulting with clients on long-term financial plans and educating clients on investment issues, and he is involved in planning, execution and portfolio rebalancing for the firm.
Joshua McCaslin’s longest registration was 7 years at Morgan Stanley (2012–2019). Before joining Hexagon Capital Partners in 2019, Joshua McCaslin was registered through Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 6 yearsRogers, AR · Adviser representative · Firm CRD 305850
- Morgan Stanley– · 7 yearsRogers, AR · Adviser representative · Firm CRD 149777
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsRogers, AR · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Joshua McCaslin is registered as an investment adviser representative in Arkansas, since November 2019.
- ArkansasSince 27 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 December 2008 |
| Series 7 | General Securities Representative Examination | 12 November 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Ryan McCaslin
- CRD
- 5593355
- Firm
- Hexagon Capital Partners · CRD 305850
- Role
- Member
- Office
- 2107 S 54TH STREET, Rogers, AR 72758
- Registration
- Investment adviser registration
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hexagoncapitalpartners.com
Where does Joshua McCaslin work?
Joshua McCaslin has held the title Member at Hexagon Capital Partners, LLC since November 2019, and is a control person of the firm.
Is Joshua McCaslin a financial advisor?
Yes. Joshua McCaslin has a current investment-adviser registration in Arkansas, through Hexagon Capital Partners since November 2019.
How many years of experience does Joshua McCaslin have?
Joshua McCaslin has 17 years in the financial industry, since November 2008, across 3 adviser firms.
What exams has Joshua McCaslin passed?
Joshua McCaslin has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2008. FINRA credited Joshua McCaslin with the SIE, which began in October 2018.
Where did Joshua McCaslin work before Hexagon Capital Partners?
Before Hexagon Capital Partners, Joshua McCaslin was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2008 to July 2012.
Where is Joshua McCaslin based?
Joshua McCaslin’s registered office is in Rogers, AR.
Is Joshua McCaslin registered with FINRA?
No. Joshua McCaslin has no current broker registration.
How can I verify Joshua McCaslin’s record?
Search CRD 5593355 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua McCaslin’s full registration record.
