Josh Lipscomb Email & Phone Number
Financial Planning Associate @ Cassaday & Company, Inc.
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Josh Lipscomb Location
- Washington, DC, US
Josh Lipscomb Work
- 2026 -now Financial Planning Associate @
- 2025 -2026 Paraplanner @
- 2024 -2025 Associate Financial Advisor and Relationship Manager @
- 2023 -2024 Undergraduate Research Assistant @
- 2023 -2024 Executive Team Member, JMU Chapter Financial Management Association @
- 2023 -2024 CoB Peer Research Advisor @
- 2023 -2023 Financial Advisor Intern @
- 2020 -2023 Founder and Operator @ Lipscomb Lawn & Landscaping
- 2023 -2023 Financial Advisor Extern @
Josh Lipscomb Education
- Northwestern University
(CERTIFIED FINANCIAL PLANNER® Education)
2025-2026 - JMU College of Business
Bachelor of Business Administration - BBA (Finance Major, Economics Minor)
2021-2024 - Southside Virginia Community College
Associate Degree
2017-2021 - Park View High School
Advanced Diploma
2017-2021
Josh Lipscomb Summary
- Josh Lipscomb, based in Washington, DC, US, is currently a Financial Planning Associate at Cassaday & Company, Inc.. Josh Lipscomb brings experience from previous roles at Cassaday & Company, Inc., CW Advisors, James Madison University and JMU College of Business. Josh Lipscomb holds a 2025 - 2026 Northwestern University. Josh Lipscomb has 1 emails and 1 mobile phone numbers on RocketReach.
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