Skip to Main Content
portrait of Joe Prokop
FINANCIAL ADVISOR

Joe Prokop

CFP®, ChFC®, ABFP™
2279 Valleydale Rd Ste 250, Birmingham, AL 35244opens in a new window
Client by Referral
Serving clients with $500,000
CallSend Me a Message

About Joe

I completely understand the relationship between data and narrative. Helping people in my community understand where they are and make a plan to get them where they want to go is what we are passionate about in our office. In a world of too much information – we help our clients prioritize their financial lives in a way that is simple and actionable.

I am a husband to my beautiful bride, Madison, and I have three unbelievably intelligent, driven daughters – Giuliana, Olivia and Alexandra.

I am a graduate and professor at the University of Montevallo where I teach finance. I...

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Divorce Finances
  • College Savings
  • Portfolio Reviews

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • ABFP™

    Accredited Behavioral Finance Professional™

Education

  • Univ of MontevalloBachelor of Business Admin

Personal Interests

  • Sports Enthusiast
  • Personal Fitness
  • Golfing
  • Traveling

Team Members

  • Phyllis Shepley
    Branch Office Administrator

Send Me a Message

* Required field
* 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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(205) 573-0228

Fax

(844) 750-4001

Office Address

2279 Valleydale Rd Ste 250
Birmingham, AL 35244opens in a new window

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