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Logan R

Series 66

Grants Pass, OR

Edward Jones

Logan Richardson is a financial advisor at Edward Jones in Grants Pass, OR, holding a Series 66 designation. He has been with Edward Jones since 2024 and has prior experience at Becklar and Avantguard, among other employers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 63, Series 66

Grants Pass, OR

Edward Jones

Joshua Richardson is a CFP® professional with 25 years of experience, currently serving as a financial advisor at Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Grants Pass, Oregon. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and 15,000 branches.

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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