Capitol Securities Management
47yrs
Top advisor by experience in Tampa
5yrs
Josh Kollman has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Tampa, Florida. Josh joined J.P. Morgan Securities in 2021, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office100 N Tampa St Floor 33, Tampa, FL 33602
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Josh
Local office(813) 483-8203Ask for Josh. (800) 999-2000Main office · New York, NY 100 N Tampa St Floor 33Tampa, FL 33602Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Josh
Tailored to Josh’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Josh
How do I contact Josh?
Call Josh’s local office at (813) 483-8203 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Josh Kollman.
How long has Josh been a financial advisor?
Josh has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Josh hold?
Series 66. Tap any license on this page to see what it allows.
Is Josh a fiduciary?
Josh is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Josh paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Josh for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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