Financial Advisor
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Aug 2019 - Present
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Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor Email & Phone Number
Building Trust. Adding Value. Enjoying Our Time Together. So That My Clients FeelSecure. Safe. Heard.
at
Edward Jones
1 work email found
@edwardjones.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Building Trust. Adding Value. Enjoying Our Time Together. So That My Clients FeelSecure. Safe. Heard.
Location
San Diego County, California, United States
Who is Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor? Overview
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Quick answer
Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor is listed as Building Trust. Adding Value. Enjoying Our Time Together. So That My Clients FeelSecure. Safe. Heard. at Edward Jones, based in San Diego County, California, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor.
Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor previously worked as Financial Advisor at Edward Jones and Partner & Financial Advisor at Pacific United Financial. Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor holds Bachelor Of Business Administration - Bba, Finance, General from University Of Hawaii At Manoa.
Company email context
Email format at Edward Jones
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*@edwardjones.com
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AeroLeads found 1 current-domain work email signal for Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Leadership, Financial Advisory, Whole Life Insurance, Accounting, and 45 others.
Current workplace
Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor's current company
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8 roles
Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor work experience
A career timeline built from the work history available for this profile.
Partner & Financial Advisor
Pacific United Financial
Aug 2018 - Jul 2019
Financial Adviser
Sterling Wealth Strategies
- 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.
Jan 2018 - Jul 2018
Commissions Analyst
- 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
Jun 2017 - Dec 2017
Risk Analyst
- 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
Jan 2017 - Apr 2017
Staff Accountant
Wachi & Watanabe
- 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
Jan 2016 - Dec 2016
Analyst, Strategic Procurement And Supply Chain Management
- 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
Aug 2015 - Dec 2015
Sustainability Analyst
May 2015 - Aug 2015
1 education record
Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor education
-
University Of Hawaii At Manoa
FAQ
Frequently asked questions about Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor
Quick answers generated from the profile data available on this page.
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 Edward Jones?
Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor is listed as Building Trust. Adding Value. Enjoying Our Time Together. So That My Clients FeelSecure. Safe. Heard. at Edward Jones.
What is Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor's email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor at Edward Jones.
Where is Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor based?
Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor is based in San Diego County, California, United States while working with Edward Jones.
What companies has Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor worked for?
Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor has worked for Edward Jones, Pacific United Financial, Sterling Wealth Strategies, Velapoint Insurance, and Santa Barbara Tax Products Group.
How can I contact Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor?
You can use AeroLeads to view verified contact signals for Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor at Edward Jones, including work email, phone, and LinkedIn data when available.
What schools did Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor attend?
Joshua Lightcap, Cfp®, Aams™, Crps®, Cepa® Financial Advisor holds Bachelor Of Business Administration - Bba, Finance, General from 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 is listed with skills including Leadership, Financial Advisory, Whole Life Insurance, Accounting, Fixed Annuities, Indexed Annuities, Stock Market, and Medicare.
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