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portrait of Joni Carlisle
FINANCIAL ADVISOR

Joni Carlisle

CFP®, CRPS™
111 SW 5th Avenue Suite 2650, Portland, OR 97204opens in a new window
Serving clients with $100,000
CallSend Me a Message

About Joni

Examining your personal finances can feel overwhelming: How much do I need for retirement? Do I have enough of an emergency fund? Do I have enough life insurance coverage? If you’re asking yourself these questions, you are not alone. When deciding on a financial advisor, it’s important to choose someone with a wealth of practical knowledge, personal experience and a passion for people.

Prior to launching my career with Edward Jones in 2015, I was a practicing attorney with the US Air Force. In that role, I served military members in a range of legal matters. When I left active duty...

Focus Areas

  • Divorce Finances
  • Charitable Giving
  • Business Retirement Plans
  • Military Professionals & Veterans

Work History

  • Edward JonesMay 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • DePaul UniversityJuris Doctor
  • Tennessee Tech UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Pets
  • Board Games
  • Traveling
  • Volunteering

Team Members

  • John Buford
    Sr. Branch Office Administrator
  • Shane Karr
    Branch Office Administrator
  • Paul Metteer
    Branch Office Administrator

Send Me a Message

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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 - 04:00PM
Sat Closed
Sun Closed

Phone

(503) 477-8474

Fax

(888) 889-9131

Office Address

111 SW 5th Avenue Suite 2650
Portland, OR 97204opens in a new window

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