Josh Bauer
Financial Advisor - Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Pierre, SD, US
- LinkedIn followers
- 500 followers
About Josh Bauer
As a financial advisor it is my job to help make your financial goals and dreams come true. My office team and I want to understand what is most important to you. Only then can we work together to build personalized strategies to keep you on track to achieve your goals and dreams.I credit my upbringing in a small rural town in Nebraska for instilling the values of hard work, integrity, humility and family in me that carry through to my business. These values guide me as I work to protect and grow the assets our clients have trusted us to manage with them. This trust is not something we take for granted.My family is my passion and their support is critical to my business. My wife, Lauren, is an elementary school teacher. We have three daughters: Allyson (11), Zoey (10), and Randi (7). Together we enjoy spending time on the lake, camping or traveling to sporting events. I began my career with Edward Jones in 2014 after many years in banking. We moved to Pierre in 2019 for the opportunity to be closer to family and live in a beautiful community.Our office team includes three talented branch office administrators: Jean Collison, Megan Murphy and Debi Peery. Together, they have over 41 years of experience delighting our instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Mar 2020 — Present · Pierre, SD, US
Education
University of Wyoming College of Business
Bachelor of Science (B.S.), Finance
2000 — 2005
University of Wyoming College of Business
Bachelor of Science (B.S.), Economics
2000 — 2004
Columbia University
Executive Education, Personal Leadership and Success
2013 — 2013
Skills
- Underwriting
- Financial Analysis
- Management
- Customer Service
- Microsoft Office
- Sales
- Portfolio Management
- Sales Management
- Financial Services
- Strategic Planning
- Leadership
- New Business Development
- Credit
- Investments
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