Raymond James Financial Services Advisors
35yrs
Top advisor by experience in Denver
10yrs
Joshua Roberson
Financial advisor at Edward Jones
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office137 Cross Center Rd Suite 137, Denver, NC 28037
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2016 – nowEdward JonesCurrent firm
Questions to ask Joshua
Tailored to Joshua’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joshua
How do I contact Joshua?
Call Edward Jones at 314-515-2000 and ask for Joshua Roberson. Joshua works from the Denver, NC office.
How long has Joshua been a financial advisor?
Joshua has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Joshua hold?
Series 66. Tap any license on this page to see what it allows.
Is Joshua a fiduciary?
Joshua is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joshua paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Joshua for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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