Joshua Mountjoy

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → Present
  Edward Jones
  St Louis, MO
• 10/2015 → 05/2019
  Mountjoy Financial Services
  Boyne Island
• 05/2019 → 08/2019
  Unemployed
  Louisville, CO

Other Businesses

Mountjoy Financial Services Type of business: Mortgage Broking Boyne Island, QL Start date: 10/1/2015 Director/ Mortgage Broker Hours per week: 1 Hours during trading: 0 NO RESPONSIBILITIES *** Type of business: Own Rental Property Boyne Island, QL Start date: 9/1/2019 Half Owner of Rental Hours per week: 0 Hours during trading: 0 MAINTAIN PROPERTY *** "Finconnect Pty Ltd Type: Date: 10/01/15 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: RESIDUALS paid for trail book AUSSI City-State: Boyne Island QL"

Exams

• S66 Uniform Combined State Law Examination
  2020-02-07

Other Names

• Josh Mountjoy
• Joshua Stephen Mountjoy