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Joshua J

Series 66

Tulsa, OK

Edward Jones

Joshua James is a Series 66 licensed financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2016, with prior experience at JP Morgan Securities LLC and Mass Mutual Life Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large nationwide network of advisors and offices.

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

Series 66

Tulsa, OK

Edward Jones

Justin James is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with three years of industry experience. His prior work includes roles at MMR Constructors Inc. and BancFirst. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

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