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Joel Nesbitt

Capital A Wealth Management

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About Joel Nesbitt

Joel Nesbitt is a financial advisor with Capital A Wealth Management. Joel is a registered investment advisor in Arizona and Pennsylvania. Joel has been in the financial industry since 2018. Joel has a Series 6, 7, 63 and 65 license. Joel has a Series 7TO and SIE license. Joel holds a Bachelor of Science degree in Finance from Slippery Rock University. Joel has experience in financial planning, investment management, and insurance sales. Joel specializes in working with individuals, families, and small businesses. Joel is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Joel Nesbitt is currently registered with Capital A Wealth Management. Capital A Wealth Management is an investment advisor located in New Castle, Pennsylvania. The firm provides a range of services including financial planning, portfolio management for individuals, and pension consulting. The firm's clients include individuals, charitable organizations, and pension and profit-sharing plans. Capital A Wealth Management has approximately $149 million in regulatory assets under management.
Capital A Wealth Management

312 N JEFFERSON STREET

NEW CASTLE, PA 16101

$149.16M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joel Nesbitt’s Registration & Firm History

PA

11/22/2023 - Present

Capital A Wealth Management (NEW CASTLE PA)

PA

05/17/2021 - 06/29/2021

AMERIPRISE FINANCIAL SERVICES, LLC (Edinboro PA)

CO

09/24/2018 - 11/27/2018

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 05/25/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/20/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joel Nesbitt.
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