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Josh Almond, Financial Advisor

FINANCIAL ADVISOR
Josh Almond

CFP®, ChFC®, AAMS™
1480 Chapel Ridge Rd Ste 170, Apex, NC 27502opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Divorce Finances
  • College Savings

About Josh

Edward Jones has a unique approach to doing business within the financial services industry. Most of our branches are staffed with one financial advisor and one branch office administrator in the neighborhoods where our clients live and work, which we believe allows us to build close, long-term relationships with our clients.

As an Edward Jones financial advisor, what is most important to me is understanding what matters most to you. In order to provide a comprehensive financial service, I can collaborate with your CPA, attorney and other trusted professionals to create the most optimal solution to help you achieve your...

Work History

  • Edward JonesMay 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Duke UniversityDoctor of Philosophy
  • Univ of NC-Chapel HillBachelor of Science

Personal Interests

  • Community Outreach
  • Tennis
  • Fishing
  • Soccer
  • Car Restoration

Team Members

  • Jodi Reed
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 06:30PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(919) 267-9615

Fax

(888) 222-4576

Office Address

1480 Chapel Ridge Rd Ste 170
Apex, NC 27502opens in a new window

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