Joel
Nesbitt

Capital A Wealth Management

CRD#7012166
Investment Advisor
in Glendale, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joel Nesbitt is a financial advisor based in Glendale, Arizona, working with Capital A Wealth Management. Joel has previously held positions at Gwfs Equities, Inc, Student, Ae Wealth Management, LLC, Capital A Financial & Insurance Associates, Inc, Capital A Insurance, LLC, Capital A Wealth Management, LLC, Rebich Investments, Capital A Wealth Management, LLC, and Capital A Wealth Management. Joel has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Joel is part of Capital A Wealth Management, which operates out of Glendale, Arizona. The firm has 3 offices and 17 employees. The firm manages assets totaling $149.2 million and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Capital A Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6043 W Laurie Lane #1
Glendale, AZ 85302

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Capital A Wealth Management Brokerage Details

Total Assets Under Management

$149,157,020

AZ Average: $15,833,994,310
Total Number of Employees

17

AZ Average: 41
Total Number of Accounts

817

AZ Average: 3,342
Average Account Size

$182,567

AZ Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Joel Nesbitt Work History

2023 - Present (1 year)

Capital A Wealth Management

2021 - Present (3 years)

Capital A Wealth Managment, LLC

2021 - Present (3 years)

Capital A Insurance, LLC

2022 - 2023 (1 year)

Ae Wealth Management, LLC

2021 - 2021 (< 1 year)

Rebich Investments

2020 - 2021 (1 year)

Ae Wealth Management, LLC

2020 - 2020 (< 1 year)

Capital A Financial & Insurance Associates, Inc

2020 - 2021 (1 year)

Capital A Insurance, LLC

2020 - 2021 (1 year)

Capital A Wealth Management, LLC

2018 - 2018 (< 1 year)

Gwfs Equities, Inc

2002 - 2018 (16 years)

Student

Disclosures

Please visit the SEC profile of Joel Nesbitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital A Wealth Management

Brandon Domenick
New Castle, PA
Patrick Danglidis
New Castle, PA
David Domenick
New Castle, PA
Nicholas Fajack
Canfield, OH
Lindsay Frabotta
New Castle, PA
Joel Nesbitt
Glendale, AZ
Paul Kiefer
Canfield, OH
David Domenick
New Castle, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started