JC
JC

Joshua Paul Coombs

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,384 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
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Location

3333 N Digital Drive, #700, Lehi, UT, 84043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joshua works as an Investment Operations Analyst for Crabb Financial, LLC, providing investment research and reporting functions. This takes about half of his time.

Employment History
Current Registrations
Drive Wealth Advisers
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - December 2024 · 1 yr 3 mos
Keeler Thomas Management LLC
June 2023 - May 2025 · 1 yr 11 mos
Sagepoint Financial, INC.Broker
May 2023 - September 2023 · 4 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Joshua Paul Coombs - Financial Advisor | TrueAdvisor