Jim Joseph Email & Phone Number
Partner, President at FSA Wealth Partners @ Financial Services Advisory
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Jim Joseph Location
- Rockville, MD, US
Jim Joseph Work
- 2025 -now Partner, President at FSA Wealth Partners @
- 2016 -now President @
- 2004 -now Vice President @
- 1999 -2004 Financial Consultant @
- 1997 -1999 Investment Advisor @
Jim Joseph Education
- West Virginia University
Bachelor of Science (B.S.) (Finance, General)
1992-1997
Jim Joseph Skills
- Retirement Planning
- Retirement Income Strategies
- Investment Advisory
- Money Management
- Financial Planning
Jim Joseph Summary
- Jim Joseph, based in Rockville, MD, US, is currently a Partner, President at FSA Wealth Partners at FSA Wealth Partners. Jim Joseph brings experience from previous roles at FSA Wealth Partners, Charles Schwab and Morgan Stanley. Jim Joseph holds a 1992 - 1997 Bachelor of Science (B.S.) in Finance, General @ West Virginia University. With a robust skill set that includes Retirement Planning, Retirement Income Strategies, Investment Advisory, Money Management, Financial Planning and more. Jim Joseph has 2 emails and 1 mobile phone numbers on RocketReach.
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