portrait of Josh Werle

About Josh

I began my career with Edward Jones in 2017 after spending more than a decade in sales and management. My passion is to help others achieve their personal goals, and I wanted a career that would give me the opportunity to do that. I found a firm that has the same client-first mentality that I have strived for throughout my career.

I am a CERTIFIED FINANCIAL PLANNER® professional and I focus on helping individuals, families and business owners navigate complex financial decisions and achieve their long-term financial goals. By taking a holistic approach to financial advice, I consider both current financial...

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Liberty UniversityBachelor of Science

Team Members

  • Sherry Callahan
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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