Joe began his career in financial services in 2006 after being influenced in his childhood by his grandfather. Early on in his life, Joe saw the impact a trusted financial advisor can have as his grandfather worked with a financial professional. Those experiences piqued his interest in the financial markets and led Joe to pursue a Bachelor of Science degree in Finance from Oklahoma State University in 2006.
His experience led him to AXA Advisors, where he spent 7 years and eventually became Divisional Vice President. In 2013, Joe ventured into the independent sector, establishing Jones Financial Solutions (JFS) and earning numerous awards for production and customer service.
Joe has earned his Series 7 (General Securities Representative), 66 (Uniform Investment Adviser – combined State Law) and 24 (General Securities Principal) securities licenses as well as his Health and Life Insurance licenses. He also continues to grow his knowledge base by researching current financial industry trends and keeping up-to-date on the ever-changing tax code and other laws that impact personal financials and retirement planning.
At Jones Financial Solutions, Joe specializes in helping individuals and families with retirement income strategies, estate planning, and varied other financial strategies including IRAs, education savings plans, Medicare supplement coverage and more.
Beyond work, Joe has a passion for vintage military machine guns and firearms craftsmanship and a love for golf. On a daily basis, his life centers around his wife, Whitney, and their two dogs.