Helping families and business owners protect, grow and transfer wealth is my primary goal.
I am a graduate of Tascosa High School and an alumnus of both West Texas A&M University and Texas Tech University. In 2022, I earned the CERTIFIED FINANCIAL PLANNER™ certification which expanded my knowledge base in the following areas: Financial management, tax-sensitive investment strategies, retirement savings, insurance planning, education planning and estate considerations.
I am blessed with an incredible wife, Angela, and two amazing children, Ava and Joseph. Angela and I will celebrate 12 years of marriage this year. We have a German Shepherd named Chevy. We are fitness enthusiasts who enjoy good cuisine, movies and traveling.
When I am not with my wife and kids or helping families reach their financial goals, I am active in Amarillo's business and civic communities. I have served on the board of directors for non-profits such as the United Way of Amarillo and Canyon and Cal Farley's Boys Ranch. I have been appointed to the board of trustees for city boards such as the Amarillo Firemen's Relief and Retirement Fund. In 2019, I received the Volunteer of the Year award from the Amarillo Hispanic Chamber of Commerce.
I devote my time to these areas in order to make Amarillo, the community that raised me, a great place to work, live and play.
My branch office administrator, Gloria Elliott, has worked for Edward Jones for over 22 years and is dedicated to providing you with the highest level of service possible. Gloria has four adult children and a dog named Benji.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
- Charitable Giving
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
- Charitable Giving
My Personal Interests
- Volunteering
- Traveling
- Sports Enthusiast
- Movies & Entertainment
- Personal Fitness
Personal Interests
- Volunteering
- Traveling
- Sports Enthusiast
- Movies & Entertainment
- Personal Fitness
Office Information
Phone Number
Joseph B Peterson Jr at (806) 353-1035Branch Team
- Gloria Elliott
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 12:00PM |
Friday | 08:00AM - 12:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 12:00PM |
Friday | 08:00AM - 12:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Gloria Elliott
- Sr. Branch Office Administrator
Branch Team
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