Joshua Jones
Melbourne Stockbroker
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Founded in 1982, Morgans is Australia's largest full-service stockbroking and wealth management company, with multiple locations across Victoria.
Alongside 56 locations across Australia, Morgans is dedicated to connecting with rural and regional communities, providing financial services where they may not be readily accessible.
Launched in 2018, Morgans proudly founded Big Dry Friday, their major fundraising initiative of the year. Big Dry Friday’s purpose is to recognise the importance of rural and regional Australia and to provide support where it's needed most. This year, Big Dry Friday will continue to focus on supporting education, mental health, and wellbeing by raising funds for four key beneficiaries: Schools Plus, Rural Aid, the Royal Flying Doctor Service and Outback Futures.
At the heart of it, Morgans is as invested as you are, committed to achieving your financial goals and building relationships that last decades.
Joshua Jones - Stockbroker
Josh has been working in the financial services industry since 2005. He has completed a Bachelor of Commerce (University of Melbourne), along with a Bachelor of Business (Economics and Finance) (RMIT). He possesses a strong background in banking, specialising in agribusiness and margin lending in previous roles.
Josh's investment approach is balanced long-term investing through blue-chip direct equities, whilst exploring short-term capital growth opportunities as they present. Whilst income and portfolio performance is paramount, Josh enjoys building relationships with clients to better understand their individual situations and tailoring holistic advice as required.
