portrait of Joshua D Morris

About Joshua

Growing up, I watched my dad, who was in the banking business, build relationships with his clients and help them with one of the most personal sides of their lives – money. While working toward a finance degree from Oklahoma State University, I was introduced to both Edward Jones and the idea of working with clients as a financial advisor, and I loved both. I started taking any course I could to help me both serve my clients in the future and work for a company that would back me in that pursuit. As graduation neared, I interviewed with firms...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJune 2004 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Oklahoma State UniversityBachelor of Science

Personal Interests

  • Camping
  • Fishing
  • Backpacking
  • Hiking
  • Photography

Team Members

  • Judy Jones
    Sr. 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 - 03:30PM
Sat Closed
Sun Closed

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