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Joshua Clark Cohen

Investment Adviser Representative at AMJ Financial Wealth Management LLC

Leesburg, VACRD #7785448Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joshua Clark Cohen is an investment adviser representative with AMJ Financial Wealth Management LLC in Leesburg, VA, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Virginia.

Office

44160 Scholar Plaza, Suite 490
Leesburg, VA 20176

Advisors at this office: 16

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/12/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

AMJ Financial Wealth Management LLCCurrent
8/12/2024 – Leesburg, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Staples
    Jun 2018 – Jul 2020Dale City, VA
  2. Dominos
    Jul 2020 – Aug 2021Manassas, VA
  3. Glory DAYS
    Jun 2022 – Aug 2022Lorton, VA
  4. AMJ Financial Wealth Management
    Jul 2023 – no end date reportedLeesburg, VA
  5. James Madison University
    Aug 2019 – May 2023Harrisonburg, VA
  6. Unemployed
    Jan 2014 – Jun 2018Woodbridge, VA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About AMJ Financial Wealth Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
16
Offices listed on AdvisorFinder:
1
Main office:
Leesburg, VA
SEC file number:
801-113970

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 19, 2026

View full firm profile

Other advisors at AMJ Financial Wealth Management LLC

Showing 12 of 16 in the directory

View AMJ Financial Wealth Management LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Clark Cohen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Joshua Clark Cohen (AMJ Financial Wealth Management)