Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor

Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor Email and Phone Number

Building Trust. Adding Value. Enjoying Our Time Together. So That My Clients FeelSecure. Safe. Heard. @ Edward Jones
Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor's Location
San Diego County, California, United States, United States
Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor's Contact Details

Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor work email

Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor personal email

n/a
About Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor

I have the privilege of working as a Financial Advisor with Edward Jones. I help folks plan for retirement, invest, and prepare for the unexpected. I work closely with my network of CPA's and attorneys to be sure my clients are taken care of throughout every stage of life. The most rewarding part of working with my clients is becoming like a part of their family.Feel free to reach out for a complimentary consultation by visiting http://www.edwardjones.com/joshua-lightcap./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor's Current Company Details
Edward Jones

Edward Jones

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Building Trust. Adding Value. Enjoying Our Time Together. So That My Clients FeelSecure. Safe. Heard.
Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Aug 2019 - Present
    St. Louis, Mo, Us
    Once We Understand What's Important To You, Using Our Established Process, We Partner Together To Help Keep You On Track.
    View
  • Pacific United Financial
    Partner & Financial Advisor
    Pacific United Financial Aug 2018 - Jul 2019
  • Sterling Wealth Strategies
    Financial Adviser
    Sterling Wealth Strategies Jan 2018 - Jul 2018
    - Helping clients achieve financial security and financial freedom- Securely handle all insurance, investment, retirement and estate planning needs for individuals, families, and businesses- Specializing in helping clients plan for retirement, grow their accounts in a tax-free environment, and safeguard their funds from market volatility by offering contractual guarantees
  • Velapoint Insurance
    Commissions Analyst
    Velapoint Insurance Jun 2017 - Dec 2017
    Hillsboro, Or, Us
    - Managed funds of approximately $3 million to be paid to agents nationwide on a monthly basis- Handled discrepancies in agent accounts by quickly resolving any account complaints- Securely handled sensitive information while remaining HIPAA compliant
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  • Santa Barbara Tax Products Group
    Risk Analyst
    Santa Barbara Tax Products Group Jan 2017 - Apr 2017
    La Jolla, Ca, Us
    - Assisted IRS in determining whether tax returns were being fraudulently filed- Tracked and reported fraudulent returns and filers to the IRS- Conducted analysis of thousands of tax returns to determine credibility
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  • Wachi & Watanabe
    Staff Accountant
    Wachi & Watanabe Jan 2016 - Dec 2016
    - Completed tax returns for individuals, corporations, partnerships, estates, and trusts- Consulted clients regarding tax strategies and potential tax saving opportunities- Prepared financial statements according to GAAP practices
  • Hawaiian Airlines
    Analyst, Strategic Procurement And Supply Chain Management
    Hawaiian Airlines Aug 2015 - Dec 2015
    Honolulu, Hawaii, Us
    - Analyzed hard and soft costs for projects in preparation for financial governance- Compared vendor proposals, made pricing analogous, and assessed a project’s net present value- Met with vendors to assess current proposals
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  • Qualcomm
    Sustainability Analyst
    Qualcomm May 2015 - Aug 2015
    San Diego, Ca, Us
    View

Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor Skills

Leadership Financial Advisory Whole Life Insurance Accounting Fixed Annuities Indexed Annuities Stock Market Medicare Data Entry Microsoft Powerpoint Permanent Life Insurance Data Analysis Data Collection Supply Chain Management Investments Client Services Variable Annuities Finance Commisions Analysis Series 66 Strategic Planning Equity Indexed Annuities Financial Services Life Insurance Microsoft Office Risk Analysis Microsoft Word Microsoft Excel Bond Markets Sie Customer Service Long Term Care Financial Analysis Disability Insurance Charitable Gift Annuities Sustainability Reporting Tax Accounting Long Term Care Insurance Project Management Research Term Life Insurance Medicare Supplements Municipal Bonds Retirement Corporate Sustainability Series 7 401 Retirement Savings Plans Tax Free Income 401k Options

Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor Education Details

  • University Of Hawaii At Manoa
    University Of Hawaii At Manoa
    General

Frequently Asked Questions about Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor

What company does Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor work for?

Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor works for Edward Jones

What is Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor's role at the current company?

Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor's current role is Building Trust. Adding Value. Enjoying Our Time Together. So That My Clients FeelSecure. Safe. Heard..

What is Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor's email address?

Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor's email address is jo****@****nes.com

What schools did Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor attend?

Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor attended University Of Hawaii At Manoa.

What skills is Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor known for?

Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor has skills like Leadership, Financial Advisory, Whole Life Insurance, Accounting, Fixed Annuities, Indexed Annuities, Stock Market, Medicare, Data Entry, Microsoft Powerpoint, Permanent Life Insurance, Data Analysis.

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