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Joshua Richardson, Financial Advisor

FINANCIAL ADVISOR
Joshua J Richardson

CFP®
117 Northwest E Street, Grants Pass, OR 97526opens in a new window
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies

About Joshua

In 2001, I moved to the Rogue Valley with my wife, Kelly, and our two daughters to start a career with Edward Jones as a financial advisor. Our family has grown to six children, two sons-in-law and, arguably, the three cutest grandkids I've ever seen. My own evolving plans and family experiences have also helped me become a better financial advisor to my clients and their families.

Each of us wants to have an impact on the important milestones of our family members. Important events such as educations, weddings, retirement, long-term care and family legacies are important to prepare for. Navigating...

Work History

  • Edward JonesJuly 2001 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Brigham Young UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • History and Museums
  • Reading
  • Baseball
  • Board Games

Team Members

  • Cara Hornbeck
    Sr. Branch Office Administrator
    FPQP®
  • Sarah King
    Sr. Branch Office Administrator
    FPQP®

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 - 03:00PM
Sat Closed
Sun Closed

Phone

(541) 479-6432

Fax

(888) 646-9707

Office Address

117 Northwest E Street
Grants Pass, OR 97526opens in a new window

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