CONNECT

Address:

120 W Park Drive, Suite 105
Grand Junction, CO 81505

Phone:

970-254-3370

Josh Smith

Josh Smith

Financial Advisor

Securities Registrations:  Series 7 & 66

Josh has worked in the investment and financial services industry since 2009.  He provides comprehensive wealth management solutions to individuals, families, and business owners. He uses a consultative process to establish a sound understanding of his clients’ financial situation, risk tolerance, and goals. He then develops a customized recommendation that may go well beyond an investment portfolio. Comprehensive financial advice includes insurance; Josh is licensed for annuities, life, health and long term care insurance.  

Josh studied Economics at the University of Utah and earned his MBA from the International University of Japan.  Josh worked as a teacher prior to joining the financial services profession.

Josh and his wife enjoy traveling, mountain climbing, and CrossFit.  They live in Grand Junction with their three children.  

Phone 970-254-3370
Fax 970-242-3035
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals