portrait of Joe Kelly

About Joe

As your financial advisor, I love to help my clients understand what is important to them, complete documented goals and help them reach those goals. My branch team partner is Mykelle Gold, and we have worked hard every day to help our clients achieve their dreams. We strive to provide the ideal client experience by asking each person what is most important to them and how I can help arrange their assets to achieve those dreams. We partner together with our clients throughout their lifetime and act as a "coach" to allow them to enjoy their lives and family.

I...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • College Savings

Work History

  • Edward JonesOctober 2014 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Oregon State UniversityBachelor of Science

Personal Interests

  • Camping
  • Hunting
  • Volunteering
  • Coaching Sports
  • Archery

Team Members

  • Mykelle Gold
    Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More