Work History
Edward Jones
Edward JonesApril 2021 to CurrentNewell Coach
Newell CoachJune 2020 to March 2021
About Joshua
Purpose:
I spent over 15 years as a general contractor helping people plan, design and build their dream homes. As fulfilling as that was, I decided that it was time for a change. In those years as a general contractor, I developed my skills of communication, planning and execution. With Edward Jones, I found a place where I can use those skills to partner with my clients to help them build their dream retirement.
Services:
We sincerely enjoy helping:
-Young and mid-career professionals that are serious about reaching their goals
-Individuals that want to retire, but aren't sure if they can
-Retired clients that want...
I spent over 15 years as a general contractor helping people plan, design and build their dream homes. As fulfilling as that was, I decided that it was time for a change. In those years as a general contractor, I developed my skills of communication, planning and execution. With Edward Jones, I found a place where I can use those skills to partner with my clients to help them build their dream retirement.
Services:
We sincerely enjoy helping:
-Young and mid-career professionals that are serious about reaching their goals
-Individuals that want to retire, but aren't sure if they can
-Retired clients that want...
Focus Areas
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Portfolio Reviews
- New Investors
- Estate & Legacy Strategies
Work History
Edward Jones
Edward JonesApril 2021 to CurrentNewell Coach
Newell CoachJune 2020 to March 2021
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Coaching Sports
- Fishing
- Hunting
- Outdoor Enthusiast
- Vintage Books
Team Members
Anna RossSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Phone
(918) 542-6609Fax
(855) 393-5766Office Address
30 5th Ave NW Suite CMiami, OK 74354
Location
MiamiFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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