Osaic Wealth
39yrs
Top advisor by experience in Ames
5yrs
Josiah Soderstrum
Financial advisor at Edward Jones
Josiah Soderstrum has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Ames, Iowa. Josiah joined Edward Jones in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Josiah holds the CFP® designation.
One of 55 advisors with offices in Ames, and one of 50 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office1606 Golden Aspen Dr Suite 104, Ames, IA 50010
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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowEdward JonesCurrent firm
Contact Josiah
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Josiah. 1606 Golden Aspen Dr Suite 104Ames, IA 50010Office · Get directions
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Questions to ask Josiah
Tailored to Josiah’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 Josiah
How do I contact Josiah?
Call Edward Jones at (314) 515-2000 and ask for Josiah Soderstrum. Josiah works from the Ames, IA office.
How long has Josiah been a financial advisor?
Josiah has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Josiah hold?
Series 66. Tap any license on this page to see what it allows.
Is Josiah a fiduciary?
Josiah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Josiah paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Josiah 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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