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Joshua Morgan, Financial Advisor

FINANCIAL ADVISOR
Joshua R Morgan

54 The Legends Parkway, Suite 155, Eureka, MO 63025opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Business Retirement Plans

About Joshua

Our team's focus is simple: we get to know our client's values, dreams and goals then partner with them to create a financial strategy tailored to their lives. We identify short and long-term goals, communicate regularly, and collaborate with accountants and attorneys to provide advice and guidance through all stages of our client's lives. I am proud to be the trusted advisor to our clients serving as a soundboard for their ideas and providing a steady hand during market turbulence.

In 2012, I chose Edward Jones as the place I wanted to be financial advisor. It is a partnership, not a...

Work History

  • Edward JonesNovember 2012 to Current

Education

  • Central Methodist CollegeBachelor of Science
  • Central Methodist CollegeBachelor of Arts

Personal Interests

  • Traveling
  • Spending Time with Family
  • Podcasts
  • History and Museums

Team Members

  • Melanie Thompson
    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 - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(636) 938-9424

Fax

(877) 222-0486

Office Address

54 The Legends Parkway
Suite 155
Eureka, MO 63025opens in a new window

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