portrait of Joshua Brown

About Joshua

I’m excited to be a part of this wonderful community—my name is Joshua Brown, and I am a CFP® professional and a financial advisor dedicated to helping individuals and families make informed financial decisions that align with what truly matters in their lives.

Whether you’re a young professional navigating career growth or a retiree looking to secure your legacy, my approach goes beyond just managing assets. I believe that financial well-being is built on intentional habits and consistent choices. My goal is to provide structure, accountability and guidance to help you create a future that reflects your values and supports your...

Focus Areas

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

Work History

  • Edward JonesNovember 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of NC-Chapel HillMaster of Business Admin
  • CA State Univ-FresnoBachelor of Science

Personal Interests

  • Baseball
  • Auto Racing
  • Volunteering
  • Golfing
  • Traveling

Team Members

  • Selina Rivas
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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