Joshua Strong

Advisor at Edward Jones — Cameron, MO N Walnut St

Updated today

Credentials

CFP®, Series 66

Experience

9 years

Location

Cameron, MO 64429-1327

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,147 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Joshua Strong is a financial advisor with Edward Jones in Cameron, MO, holding CFP® and Series 66 credentials with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Nucor for one year. 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 investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Business succession planning Inheritance planning Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

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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

Cameron, MO N Walnut St

1316 N Walnut St

Cameron MO 64429-1327

Advisors at this office

1

Most active in

Missouri · Texas

Work history

9 years of industry experience

Edward Jones

2017 - Present • 9 years

Cameron, MO

Nucor

2016 - 2017 • 1 year

Maryville, 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

Phillip D

Series 65

Cameron, MO

Generational Wealth Development

Phillip Durbin is a financial advisor at Generational Wealth Development, LLC with a Series 65 credential and two years of industry experience. Prior to founding his current firm in 2023, he worked in community banking at BTC Bank for six years and held positions at Farmers Business Network and Bank Northwest. Outside of his advisory role, he is co-owner and president of Durbin Investments, a small private business focused on developing land for residential rental properties. Generational Wealth Development provides fee-only financial planning services to individuals and high-net-worth clients, emphasizing a planning-centered process with written plans and investment recommendations while leaving implementation decisions to clients. The firm offers a range of services including business, estate, retirement, and tax planning, as well as educational seminars.

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Michael B

Series 63, Series 65

Hamilton, MO

Eagle Strategies (NY Life)

Michael Brown is a financial advisor with Eagle Strategies (NY Life) based in Hamilton, MO, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has operated Himmelberg-Brown & Associates since 2003 and has been associated with Nylife Securities Inc. since 1995. Outside of advisory work, Brown is involved in cattle production and serves on several local boards, including the J.C. Penney Memorial Library & Museum Maintenance Trust and the Hamilton Methodist Church board. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors, institutional clients, and retirement plans, delivering tailored advice primarily on a non-discretionary basis within a New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Dillon B

Series 66

Cameron, MO

Edward Jones

Dillon Bird is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at BTC Bank for twelve years. Outside of advising, he co-owns a farming business involved in cattle feeding and bookkeeping in Gallatin, MO. 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 investment strategies, supported by a nationwide network of over 23,700 financial advisors and managing approximately $1.01 trillion in assets.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
user avatar

Christopher W

Series 63, Series 66

Gallatin, MO

Ameriprise

Christopher Wolfgram is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Park Avenue Securities, Guardian Life Insurance, Principal Life Insurance, and Princor Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Spencer I

Series 66

Cameron, MO

LPL Financial

Spencer Ice is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked in muscle car restorations and completed his studies at McPherson College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Everett I

CFP®, Series 63, Series 66

Cameron, MO

LPL Financial

Everett Ice is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2021. His prior career includes eleven years at Wells Fargo Advisors Financial Network LLC and two years at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, 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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