Joshua Cloke, AWMA®, CRPS®

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Joshua brings over 17 years of experience in the financial industry, beginning his career as an advisor in 2008. Joshua holds the Accredited Wealth Management Advisor (AWMA^®) and Certified Retirement Plan Specialist (CRPS^®) designations, along with Series 7, 63, and 65 licenses. His expertise spans wealth management and retirement plan services, and he is passionate about helping clients achieve their financial goals through personalized strategies. Joshua’s professional philosophy centers on honesty, morals, and values—principles he strives to improve every day.

Outside of work, he enjoys spending time with his family and sharing life’s journey with his wife, whom he first met as his next-door neighbor in high school, as well as spending time with his three children. Joshua looks forward to building strong relationships with clients and contributing to the success of Jones & Roth’s Financial Advisory Services team.

Securities offered through Cetera Wealth Services, LLC, a Broker-Dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Jones & Roth and Cetera are not affiliated.