As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help you determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.
In 2005, I began my Edward Jones career at the home office in Tempe, AZ. I have worked with offices across the country and became a financial advisor in 2006. I became a limited partner with Edward Jones in 2015. Today, Edward Jones serves the community from over 13,000 locations.
I attended Colorado State University and graduated in 2005 with a bachelor's degree in finance and a minor in real estate. I received my AAMS® certification in 2008. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics, and agree to pursue continuing education.
My wife, Shannon, and I were married in 2004 and we have three children, Blake, Brynn and Bryden. I am originally from Gunnison, CO, and have lived in the Lakewood community since 2008. I am active in the community, coaching little league sports and volunteering for a variety of local nonprofit organizations.
I have served the firm as a visiting veteran, recruiting leader, secondary recruiting leader, new financial advisor support specialist, level coach, field trainer and mentor.
My branch office administrator is Christy Johnson, who started with Edward Jones in 2015. She is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statements, dividends, stock certificates or your account in general.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Business Retirement Plans
Phone NumberJoshua M Young at (303) 716-3515
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