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Joseph Peterson, Financial Advisor

FINANCIAL ADVISOR
Joseph B Peterson Jr

CFP®, ChFC®, CEPA®
6107 S Coulter St Suite 400, Amarillo, TX 79119opens in a new window
CallSend Me a Message

Focus Areas

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

About Joseph

Helping families and business owners protect, grow and transfer wealth is my primary goal.

I am a graduate of Tascosa High School and an alumnus of both West Texas A&M University and Texas Tech University. In 2022, I earned the CERTIFIED FINANCIAL PLANNER™ certification which expanded my knowledge base in the following areas: Financial management, tax-sensitive investment strategies, retirement savings, insurance planning, education planning and estate considerations.

I am blessed with an incredible wife, Angela, and two amazing children, Ava and Joseph. Angela and I will celebrate 12 years of marriage this year. We have a German Shepherd named Chevy....

Work History

  • Edward JonesJune 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Texas Tech UniversityMaster of Science
  • West Texas A&M UniversityBachelor of Business Admin

Personal Interests

  • Volunteering
  • Traveling
  • Sports Enthusiast
  • Movies & Entertainment
  • Personal Fitness

Team Members

  • Gloria Elliott
    Sr. Branch Office Administrator

Send Me a Message

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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 - 12:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(806) 353-1035

Fax

(855) 394-6484

Office Address

6107 S Coulter St Suite 400
Amarillo, TX 79119opens in a new window

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