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portrait of Joshua D Schweiger
FINANCIAL ADVISOR

Joshua D Schweiger

ABFP™, AAMS™, CRPC™
3702 Dayton Blvd Ste 104, Chattanooga, TN 37415opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Joshua

I work with multi-generational families and professionals to navigate complex investment environments. I help my clients build a financial foundation now and for future generations through actionable strategies. My team includes Gretchen Wynn, an experienced branch office administrator. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. The firm also has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.

Since joining Edward Jones in 2018, I was asked to become a limited...

Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving

Work History

  • Edward JonesNovember 2018 to Current

Certifications

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of the CumberlandsBachelors

Personal Interests

  • Traveling
  • Sports Enthusiast
  • Spending Time with Family
  • Pickleball
  • Health & Nutrition

Team Members

  • Jacob Fabry
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(423) 954-7751

Fax

(877) 387-0249

Office Address

3702 Dayton Blvd Ste 104
Chattanooga, TN 37415opens in a new window

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