Joshua Self has been Managing Member/Chief Compliance Officer of Ridgeline Wealth Advisors since July 2016, is a control person of the firm and directly owns 75% or more of it. Joshua Self holds a Degree in Business Administration with a focus in Finance from the University of North Carolina at Chapel Hill.
Ridgeline Wealth Advisors, LLC. is a Raleigh, NC firm with $189M under management, 199 clients and 4 advisers across 6 offices, as of its July 2026 filing.
Josh Self is Managing Partner of Ridgeline Wealth Advisors, based in Raleigh, North Carolina. He has worked in financial services since a 1999 internship with a broker/dealer in New York City, and became an advisor after graduating in 2000. He handles much of the day-to-day duties of managing Ridgeline Wealth and all aspects of its client relationships.
Joshua Self’s longest registration is the current one, 10 years at Ridgeline Wealth Advisors since 2016. Before joining Ridgeline Wealth Advisors in 2016, Joshua Self was registered through Envision Wealth Planning and Hornor, Townsend & Kent, Inc.
- – present · 10 yearsFranklin, TN · Adviser representative · Firm CRD 284843
- Envision Wealth Planning– · 2 yearsFranklin, TN · Adviser representative · Firm CRD 128441
- Hornor, Townsend & Kent, Inc.– · 7 yearsDurham, NC · Adviser representative · Firm CRD 4031
- 1717 Capital Management Company– · 3 yearsDurham, NC · Adviser representative · Firm CRD 4082
- Mony Securities Corporation– · 1 yearCharlotte, NC · Adviser representative · Firm CRD 4386
Professional designations
Listed by Ridgeline Wealth Advisors
- CLU
- ChFC
- CFP®
Investment adviser representative registrations
Joshua Self is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from August 2016; the most recent is Tennessee, in September 2024.
- North CarolinaSince 2 September 2016
- TennesseeSince 6 September 2024
- TexasResidentSince 11 August 2016
- VirginiaSince 7 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 December 1999 |
| Series 7 | General Securities Representative Examination | 12 August 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 August 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Joshua Eli Self
- CRD
- 3237214
- Firm
- Ridgeline Wealth Advisors · CRD 284843
- Role
- Managing Member/Chief Compliance Officer
- Office
- Franklin, TN
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ridgelinewealthadvisors.com
Where does Joshua Self work?
Joshua Self has been Managing Member/Chief Compliance Officer of Ridgeline Wealth Advisors, LLC. since July 2016, and is a control person of the firm.
Is Joshua Self a financial advisor?
Yes. Joshua Self has a current investment-adviser registration in North Carolina, Tennessee, Texas and Virginia, through Ridgeline Wealth Advisors since August 2016.
How many years of experience does Joshua Self have?
Joshua Self has 24 years in the financial industry, since January 2002, across 5 adviser firms.
What exams has Joshua Self passed?
Joshua Self has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in August 1999.
Where did Joshua Self work before Ridgeline Wealth Advisors?
Before Ridgeline Wealth Advisors, Joshua Self was registered through Hornor, Townsend & Kent, Inc., March 2007 to June 2014; 1717 Capital Management Company, July 2003 to March 2007; Mony Securities Corporation, December 2001 to June 2003.
Where is Joshua Self based?
Joshua Self’s registered office is in Franklin, TN.
Is Joshua Self registered with FINRA?
No. Joshua Self has no current broker registration.
Is Joshua Self a CFP?
Ridgeline Wealth Advisors lists Joshua Self with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Josh Self, CLU, ChFC, CFP® biography, ridgelinewealthadvisors.com
How can I verify Joshua Self’s record?
Search CRD 3237214 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Self’s full registration record.