Edward Jones - Financial Advisor: Joshua Shelton, WMCP®
Why pick this one
Edward Jones - Financial Advisor: Joshua Shelton, WMCP® focuses on retirement income, estate and legacy strategies, and portfolios for clients investing $100,000 or more.
Best for
- Retirement savings strategies
- Retirement income strategies
- Estate and legacy strategies
- Portfolio reviews
- Clients investing $100,000 or more
Look elsewhere if
- Seeking an advisor specifically identified as serving clients with less than $100,000
Specialties
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
- Retail Professionals
Certifications
- Wealth Management Certified Professional® (WMCP®)
What makes them different
- Accepting new clients
- Serving clients with $100,000 plus
- Web conferencing available
- Located at 407 W King St, Suite 3, Kings Mountain, NC
- Sr. Branch Office Administrator Myetta Thompson listed as a team member
Distilled from this business's own website.
Contact & Location
- Address
- 407 W King St, Suite 3, Kings Mountain, NC 28086
- Phone
- 7047344832
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- joshua.shelton@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy strategies
- Portfolio reviews
- Wealth strategies