As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding your goals before you invest your money. 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. I can also help you plan for retirement so you have more options down the road.
In 2008, I joined Edward Jones as a financial advisor. My St. Louis office is centrally located in Westport Plaza. I have been asked to become a limited partner of Edward Jones and have held various leadership positions within the firm.
I earned my bachelor’s degree in international studies and business from the University of Missouri-Columbia. In addition to my Series 7, Series 66 registrations and life insurance license, I've earned the CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Retirement Plans Specialist™ professional designation.
I am an active member of my community where I am a member of the City of Kirkwood Civilian Employees Pension Board and the Ambassador Committee of the Maryland Heights Chamber of Commerce. I also support the message and outreach of the American Heart Association.
I was born and raised in St. Louis. My wife, Andrea, and I are the proud parents of two boys, Jack and Sam. In my free time, I enjoy playing golf, exercising and spending time with family.
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Coaching Sports
Phone NumberJosh Loeffler at (314) 576-3838
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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