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Joshua William Coleman

VESTA ADVISORS LLC·LOWER GWYNEDD, Pennsylvania
SIE, Series 7, Series 6619 years registeredVESTA ADVISORS LLC
1600 N BETHLEHEM PIKE, LOWER GWYNEDD, PA 19002CRD# 5199629Firm CRD# 297420

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua William Coleman · LOWER GWYNEDD, PA
Registration
CRD #5199629 · VESTA ADVISORS LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: VESTA ADVISORS LLC
VESTA ADVISORS LLC
Aug 2018 – May 2020
LOWER GWYNEDD, PA
SPEARHEAD CAPITAL ADVISORS, LLC
Feb 2018 – May 2018
Lower Gwynedd, PA
SPEARHEAD CAPITAL ADVISORS, LLC
Apr 2017 – Oct 2017
WELLINGTON, FL
WORLD EQUITY GROUP, INC.
Sep 2006 – Jul 2016
WHEATON, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · September 25, 2006
Years registered · 19
03

Disclosure History

2023Civil·Final
2023Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
VESTA ADVISORS LLC
CRD 297420 · SEC 801-113759
Employees
3
Total firm employees
Services offered by VESTA ADVISORS LLC
Per Form ADV
Other
View all advisors at VESTA ADVISORS LLC →
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05

Frequently Asked Questions

What services does Joshua William Coleman offer?
Joshua William Coleman specializes in Fee-Only Advisory.
What are Joshua William Coleman's credentials?
Joshua William Coleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua William Coleman located?
Joshua William Coleman is based in LOWER GWYNEDD, Pennsylvania, last registered with VESTA ADVISORS LLC.
How does Joshua William Coleman charge for services?
Joshua William Coleman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VESTA ADVISORS LLC?
VESTA ADVISORS LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VESTA ADVISORS LLC

Joshua John Myers
LOWER GWYNEDD, PA
CFA

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