At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. I want my clients to know, like and trust me in order to help take care of what is important to them.

I began my Edward Jones career in 2016 as a financial advisor in Round Rock, TX. I served in the military for five years on active duty, and still serve our country today as an Army Reservist. Taking care of people is in my nature.

Although I'm originally from central Florida, Round Rock is where my wife was born and raised. We have been married since 2015 and have enjoyed building our life together here in central Texas. Our son was born here in 2019, and we are so thankful for that. I now call Round Rock home, and look forward to many years of being involved in our community and surrounding areas.

Our branch team provides highly personalized service - all aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. We have an established process to find out what is important to you, the investor, and build off of what you need from us. Heather and I would like to help by providing the answers to your questions so you can make informed, financially sound decisions. We will partner together to help keep you on track throughout your lifetime.

Please contact us to discuss your situation and options. We want to help in any way we can.

Connect with me on LinkedIn. https://www.linkedin.com/in/josephjeffers85/
Follow me on Facebook. https://www.facebook.com/EJAdvisorJosephJeffers

Focus areas

  • Military Professionals & Veterans
  • New Investors
  • College Savings
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Pets
  • Active Lifestyle
  • Sports Enthusiast
  • Technology

Office Information

Office 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 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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