Josh Bauer

Financial Advisor - Edward Jones

Role
Financial Advisor at Edward Jones
Location
Pierre, SD, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Financial Advisor

    Edward Jones

    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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Josh Bauer — Financial Advisor at Edward Jones in Pierre, SD, US | Unifers