Joshua Michael Gore
Advisor at Fidelity — Vancouver, WA W Columbia Way
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
5 years
Location
Vancouver, WA 98660-3613
Fidelity
Institution
Joshua Gore is an Investment Consultant at Fidelity Investments, where he has worked since 2026. Prior to his current role, he served as a Financial Representative at Fidelity Investments from 2025 to 2026. His professional experience also includes serving as a Regional Development Leader at Thrivent Financial from 2017 to 2021 and as a 401(k) Solutions Representative at Fisher Investments from 2015 to 2017.
With a background as a Navy Veteran, Joshua brings a perspective that values the unique personal stories of each client. He has extensive experience working with individuals and families to assist them in planning for their financial futures in a thoughtful and holistic manner, aiming to help clients achieve their goals and work towards financial freedom.
Outside of his professional work, Joshua enjoys board games, bowling, cooking and baking, and has a connection to military service.
Based on Fidelity
Vancouver, WA W Columbia Way
655 W Columbia Way, Suite 404
Vancouver WA 98660-3613
Advisors at this office
30
Oregon · Texas · Washington
5 years of industry experience
FIDELITY iNVESTMENTS
2025 - Present • 1 year
Vancouver, WA
Bullseye Pub/ The Spot Sports Bar & Grill
2024 - 2025 • 1 year
Tigard, OR
Old Chicago Pizzaria
2024 - 2025 • 1 year
Portland, OR
Greek Village/West Union Sports Pub
2021 - 2024 • 3 years
Portland, OR
UNEMPLOYMENT
2020 - 2021 • 1 year
Portland, OR
Thrivent Financial
2017 - 2020 • 3 years
Appleton, WI
Thrivent Investment Management Inc
2017 - 2020 • 3 years
Lake Oswego, OR
Thrivent Financial
2017 - 2017 • 1 year
Appleton, WI
Fisher Investments
2015 - 2017 • 2 years
Camas, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")