Joshua Peters

CRD 7459505

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-03-10
NC	RA	APPROVED	2022-01-25

TX RA
APPROVED

Since 2023-03-10
NC RA
APPROVED

Since 2022-01-25

Branch Locations

2940 Union Road Suite B, Gastonia, NC 28054-6022 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2021	Present
Flexential	Charlotte	NC	02/2017	11/2021
Time Warner Cable	Charlotte	NC	02/2012	01/2017

11/2021 → Present

Edward Jones

St Louis, MO
02/2017 → 11/2021

Flexential

Charlotte, NC
02/2012 → 01/2017

Time Warner Cable

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-24

S66 Uniform Combined State Law Examination

2022-01-24

Designations

Certified Financial Planner

Other Names

Josh Peters
Joshua Cole Peters

View on SEC IAPD

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Nearby Offices

OSAIC WEALTH, INC. · GASTONIA, NC

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