Are you ready to accelerate your path toward financial independence? Are you eager to retire but unsure if your nest egg will last? Do you want to stop spending all your free-time reading finance and investing articles that leave you with more questions than answers?
My practice is centered on getting to know you, understanding your goals and developing comprehensive, individualized strategies to help you reach them. We will work closely with your CPA and attorney to determine the most appropriate financial strategy for you and your family.
Prior to joining Edward Jones, I served more than 22 years in the active duty U.S. Air Force as a strategic planner, fighter pilot and Air Liaison Officer. In addition to my degree from the U.S. Air Force Academy and two master's degrees, I have also earned the Accredited Asset Management Specialist (AAMS®) professional designation from the College for Financial Planning.
As a part of the Colorado Springs community, I am an Ambassador on the Colorado Springs Chamber of Commerce and U.S. Air Force Academy Professional Ethics Advisor.
I look forward to working with you to make your dreams a reality.
Focus areas
- Wealth Strategies
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- Divorce Finances
- Socially Conscious Investing
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Cooking
- Skiing
- Fishing
Office Information
Phone Number
Joseph Locke at (719) 308-5141- Jenna Nielsen
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
- Jenna Nielsen
- Sr. Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More