Best Investors Account Sign in

Joshua Paul Simmons

Edward Jones

Spokane Valley, WA

CRD 6519063

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-11
WA RA APPROVED 2015-10-16
  • TX RA
    APPROVED_RES
    Since 2025-07-11
  • WA RA
    APPROVED
    Since 2015-10-16

Branch Locations

16114 E Indiana Ave Suite 110, Spokane Valley, WA 99216 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2015 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-24
  • S66 Uniform Combined State Law Examination
    2015-08-24
Other Names
  • Joshua Paul Simmons

View on SEC IAPD

Nearby Firms

MOULTON WEALTH MANAGEMENT, INC
DEMARS FINANCIAL GROUP LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

DONALD JOSEPH MOULTON
PAMELA YVONNE DOBSON
RIAL ROBERT MOULTON

Nearby Offices

MOULTON WEALTH MANAGEMENT, INC · SPOKANE VALLEY, WA
DEMARS FINANCIAL GROUP LLC · SPOKANE VALLEY, WA
CETERA INVESTMENT ADVISERS LLC · SPOKANE VALLEY, WA

More in Spokane Valley, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor