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Joshua Joel Goodridge

Advisor at Raymond James Financial — Cuba, MO

Updated today

Credentials

Series 66

Experience

17 years

Location

Cuba, MO 65453

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Joshua Goodridge is a financial advisor at Raymond James Financial with 17 years of industry experience and a Series 66 designation. His professional background includes multiple roles within Raymond James since 2011 as well as ownership in The Public House Brewing Company LLC, where he is currently a silent partner. Outside of financial advising, he is involved in managing real estate investments through his ownership of Parabola LC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools, with notable capabilities in municipal advisory services and employer SIMPLE IRA consulting programs.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Cuba, MO

701 N. Franklin Street

Cuba MO 65453

Advisors at this office

2

Most active in

Missouri · Texas

Work history

17 years of industry experience

Mark 9 LLC

2026 - Present • 1 year

Saint James, MO

2 Lloyd LLC DBA Public House B

2025 - Present • 1 year

Rolla, MO

Peoples Bank/Peoples Financial Services

2019 - Present • 7 years

Cuba, MO

Raymond James Financial Services, Inc.

2019 - Present • 7 years

Cuba, MO

Raymond James Financial Services Advisors, Inc.

2019 - Present • 7 years

Cuba, MO

Raymond James Financial Services Advisors, Inc

2011 - 2017 • 6 years

Cuba, MO

Raymond James Financial Services

2011 - 2017 • 6 years

Cuba, MO

The Public House Brewing Company LLC

2009 - 2019 • 10 years

Saint James, MO

LPL Financial

2008 - 2011 • 3 years

Uvest Financial Services Group, Inc.

2008 - 2011 • 3 years

MO

STIFEL

2007 - 2008 • 1 year

Rolla, MO

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

Mitchell K

Series 66

Sullivan, MO

Mitchell Kramer Advisors LLC

Mitchell Kramer is a financial advisor with Mitchell Kramer Advisors LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Stifel from 2019 to 2023 and has experience in insurance and various other roles. Outside of finance, Kramer is involved in equine and rodeo announcing through his ownership of CowboyCast and serves as president of the Cowboy Mounted Shooting Association. Mitchell Kramer Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a variety of investment analysis methods and offers both discretionary and non-discretionary management, primarily recommending blue-chip equities alongside other investment vehicles.

Options & derivatives strategies Active portfolio management Annuities
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David I

ChFC®, Series 63, Series 65

Sullivan, MO

Empower Advisory Group

David Irwin is a financial advisor with Empower Advisory Group, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. His prior experience includes roles at Cetera and Paramount Financial LLC. Outside of finance, he is a co-owner of Cherie Irwin Photography, LLC, a graphic and web design business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates services closely with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Donald G

CFP®, Series 66

Sullivan, MO

Edward Jones

Donald Greenwalt Jr. Jr. is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Wallis Oil Company, Inc. from 2010 to 2018. He is also involved as a capital investor and labor participant in crop farming through Rum Farms, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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

Series 63, Series 65

Sullivan, MO

Edward Jones

Hannah Meeks is a financial advisor at Edward Jones with 10 years of industry experience. She previously worked at Merrill Lynch/Bank of America and Primerica Financial Services. She holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

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

Abigail G

Series 66

Cuba, MO

Edward Jones

Abigail Garms is a Series 66 licensed financial advisor with Edward Jones, based in Cuba, MO, with seven years of industry experience. She previously worked at Stifel from 2016 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management across a broad network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and alternative investments.

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

Jennifer A

Series 66, Series 63

Sullivan, MO

Edward Jones

Jennifer Aven is a financial advisor with Edward Jones in Sullivan, Missouri, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. She has been with Edward Jones throughout her career since 1994. Outside of her advisory role, she serves on the board of MoBap Hospital and is a member of the Mo Baptist Hospital Foundation board in Sullivan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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