LPL Financial
46yrs
Top advisor by experience in Simpsonville
5yrs
Joseph Elder
Financial advisor at Edward Jones
Based in Simpsonville, South Carolina, Joseph Elder is a fiduciary financial advisor with 5 years of industry experience. Joseph has been with Edward Jones since 2021. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 55 advisors with offices in Simpsonville, and one of 50 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office38 Ray E Talley Ct Suite D, Simpsonville, SC 29680
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowEdward JonesCurrent firm
Questions to ask Joseph
Tailored to Joseph’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
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About Joseph
How do I contact Joseph?
Call Joseph’s local office at (864) 963-0371 or the Edward Jones main office at (314) 515-2000, and ask for Joseph Elder.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Joseph hold?
Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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