Joe Mjelde, Financial Advisor

FINANCIAL ADVISOR
Joe Mjelde

CEPA®, AAMS™, CRPS™
5268 Lyngate Ct, Burke, VA 22015opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies

About Joe

Who is Joe Mjelde?
I started my career in wealth strategies in 2014 at the Edward Jones Burke, VA, branch office after serving 26 years in the USAF. My passion has always involved figuring out what makes a company valuable and building a portfolio that is resilient in any economic cycle.

Why do I do what I do?
My mom was an accountant all her life. She was always good with budgeting but was never able to accumulate significant wealth; I think one of the reasons for that is that she never had an advisor she was totally able to trust....

Work History

  • Edward JonesSeptember 2014 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Washington State UniversityBachelor of Arts

Personal Interests

  • Golfing
  • Scuba Diving
  • Skiing
  • Traveling
  • Personal Fitness

Team Members

  • Samantha Jennings
    Branch Office Administrator
    FPQP®

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 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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