2019 Ribbon Cutting for Edward Jones (Joseph Locke)
Name:
2019 Ribbon Cutting for Edward Jones (Joseph Locke)
Date:
October 23, 2019
Time:
4:00 PM - 5:00 PM MDT
Event Description:
Ribbon Cutting for Edward Jones office Grand opening!
As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. While Edward Jones is a national firm serving nearly 7 million investors, our firm has been built on the belief that the best way to do business is with a financial advisor you know and trust.
My practice is centered on getting to know you, understanding your goals and developing comprehensive, individualized strategies to help you reach them. Working closely with you, your CPA and attorney, I can help determine the most appropriate financial strategy for you and your family. My branch office administrator, Jenna Nielsen, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future.
Prior to joining Edward Jones, I served more than 22 years in the active duty U.S. Air Force, leading organizations as large as 2,800 in the U.S. and abroad. In addition to being a 1995 graduate of the U.S. Air Force Academy, I hold two degrees in Strategic Military Studies.
I have also earned the Accredited Asset Management Specialist (AAMS®) professional designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
As a part of the Colorado Springs community, I am an Ambassador on the Colorado Springs Chamber of Commerce, Organizer for 1 Million Cups and U.S. Air Force Academy Professional Ethics Advisor. However, my most gratifying, and sometimes challenging, role is that of a father and husband. My wife, Erin, and I have three fantastic children.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. While Edward Jones is a national firm serving nearly 7 million investors, our firm has been built on the belief that the best way to do business is with a financial advisor you know and trust.
My practice is centered on getting to know you, understanding your goals and developing comprehensive, individualized strategies to help you reach them. Working closely with you, your CPA and attorney, I can help determine the most appropriate financial strategy for you and your family. My branch office administrator, Jenna Nielsen, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future.
Prior to joining Edward Jones, I served more than 22 years in the active duty U.S. Air Force, leading organizations as large as 2,800 in the U.S. and abroad. In addition to being a 1995 graduate of the U.S. Air Force Academy, I hold two degrees in Strategic Military Studies.
I have also earned the Accredited Asset Management Specialist (AAMS®) professional designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
As a part of the Colorado Springs community, I am an Ambassador on the Colorado Springs Chamber of Commerce, Organizer for 1 Million Cups and U.S. Air Force Academy Professional Ethics Advisor. However, my most gratifying, and sometimes challenging, role is that of a father and husband. My wife, Erin, and I have three fantastic children.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
