Joseph William Robert Galbraith

Advisor at Edward Jones — Libby, MT California Avenue

Updated today

Credentials

Series 66

Experience

1 year

Location

Libby, MT 59923

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,130 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Joseph Galbraith is a financial advisor at Edward Jones in Libby, MT, holding a Series 66 designation with one year of industry experience. His prior work includes roles at American Home Construction and Glacier Marketing Solutions. Outside of his advisory role, he is the owner of a sole proprietorship managing a rental residence in Kalispell, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business exit / sale strategy Business succession planning Business ownership considerations

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Libby, MT California Avenue

301 California Avenue

Libby MT 59923

Advisors at this office

2

Most active in

Montana · Texas

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

Edward Jones

2024 - 2025 • 1 year

Kalispell, MT

American Home Construction

2021 - 2024 • 3 years

Kalispell, MT

Glacier Marketing Solutions

2021 - 2023 • 2 years

Kalispell, MT

Murdoch Plumbing

2018 - 2021 • 3 years

Kalispell, MT

N/a

2018 - 2018 • 1 year

Whitefish, MT

Airport Towing

2015 - 2018 • 3 years

Burien, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Matthew H

Series 63, Series 65

Libby, MT

Edward Jones

Matthew Hussey is a financial advisor with Edward Jones in Libby, Montana, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Kelly M

Series 66

Libby, MT

LPL Financial

Kelly Morford is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, Morford worked for Libby Public Schools for 17 years. Outside of financial advising, Morford is involved in non-investment businesses including owning a flyfishing apparel company and a web and graphic design service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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