portrait of Jose Lusende

About Jose

Your Financial Future - My Passion and Purpose

I joined Edward Jones as an advisor after I was a client. This experience has afforded me the sharp ability to relate and deeply connect with you through the client experience.

Prior to joining Edward Jones, I held leadership positions as a fundraising professional in the nonprofit sector, including at two local universities. I am skilled at building meaningful and long-lasting relationships. This diversified exposure to people from all walks of life has instilled in me the sense of “being of service” when working with you.

My primary focus is to listen and...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Charitable Giving
  • College Savings
  • Retirement Savings Strategies
  • Insurance & Annuities

Work History

  • Edward JonesSeptember 2019 to Current

Education

  • Indiana Univ IndianapolisMasters

Personal Interests

  • Spending Time with Family
  • Reading
  • Cooking
  • Traveling
  • Jogging

Team Members

  • Elizabeth Morris
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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

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