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portrait of Joseph M Carter
FINANCIAL ADVISOR

Joseph M Carter

CFP®, ChFC®, CLU®, CRPC™
14017 N Newport Hwy Ste I, Mead, WA 99021opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Joseph

Over 20 years ago, I left The Boeing Company to run my own business and help people with their finances. That mission has evolved into helping people with more complex financial situations stay on track with their multiple financial goals.

If you would like to discuss your situation and how I may be able to help, send me a message.

My Best,
Joseph

My contact information: 509-468-2541, joseph.carter@edwardjones.com

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies

Work History

  • Edward JonesJuly 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Western Washington UniversityBachelors

Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Sports Enthusiast
  • Fishing
  • Golfing

Team Members

  • Lynsey Johnson
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(509) 468-2541

Fax

(877) 222-3522

Office Address

14017 N Newport Hwy Ste I
Mead, WA 99021opens in a new window

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