Josiah Stowe has been an investment adviser representative at RightOak Asset Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Rightoak Asset Management, LLC is a firm with $112M under management, 742 clients and 6 advisers in one office, as of its September 2026 filing.
- – present · under a yearLouisville, KY · Adviser representative · Firm CRD 337832
Investment adviser representative registrations
Josiah Stowe is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- KentuckySince 5 June 2026
- TexasSince 5 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 May 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Josiah Jonathan Stowe
- CRD
- 8287762
- Firm
- RightOak Asset Management · CRD 337832
- Office
- Louisville, KY
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Josiah Stowe work?
Josiah Stowe is an investment adviser representative registered through Rightoak Asset Management, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Josiah Stowe a financial advisor?
Yes. Josiah Stowe has a current investment-adviser registration in Kentucky and Texas, through RightOak Asset Management since June 2026.
How many years of experience does Josiah Stowe have?
Josiah Stowe has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Josiah Stowe passed?
Josiah Stowe passed the Series 65 in May 2026.
Where is Josiah Stowe based?
Josiah Stowe’s registered office is in Louisville, KY.
Is Josiah Stowe registered with FINRA?
No. Josiah Stowe has no current broker registration.
How can I verify Josiah Stowe’s record?
Search CRD 8287762 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Josiah Stowe’s full registration record.
