portrait of Josh Myer

About Josh

Helping families and highly motivated individuals navigate all aspects of their financial well-being is what I love doing. Relationships matter. Everything our office does is centered around having a deep understanding of what is most important to our clients. Empathy and curiosity will guide these conversations. We help clients create a holistic financial strategy that supports their financial goals, prepares them for the unexpected and helps build a legacy for future generations.

I joined Edward Jones in 2015 and hold a B.A. from Azusa Pacific University. I have also earned the CERTIFIED FINANCIAL PLANNER™ certification. This advanced designation is awarded only...

Focus Areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Wealth Strategies
  • Charitable Giving

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Team Members

  • Shauna Cox
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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