Joshua R. Wenger
Investment Adviser Representative at RKL Private Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua R. Wenger is an investment adviser representative with RKL Private Wealth in Lancaster, PA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with J.p. Morgan Securities LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 19
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- J.P. Morgan Securities LLCJul 2024 – Jul 2025Pittsburgh, PA
- JPMorgan Chase Bank, N.A.Jul 2024 – Jul 2025Pittsburgh, PA
- University of PittsburghAug 2020 – May 2024Pittsburgh, PA
- Penn CinemaAug 2017 – Mar 2020Lititz, PA
- Jp Morgan ChaseJun 2023 – Aug 2023Pittsburgh, PA
- Simon Lever LLCMay 2022 – Jun 2022Lititz, PA
- Deloitte LLPJan 2023 – Apr 2023Pittsburgh, PA
- UnemployedJul 2014 – Jul 2017Lititz, PA
- UnemployedApr 2020 – Jul 2020Lititz, PA
- UnemployedJun 2024 – Jun 2024Lititz, PA
- RKL Private WealthJul 2025 – no end date reportedLancaster, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About RKL Private Wealth
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
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 26
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Lancaster, PA
- SEC file number:
- 801-66968
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at RKL Private Wealth
Showing 12 of 26 in the directory
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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 R. Wenger 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.
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