Joshua Jones | Stockbroker
I provide advice on structuring and managing blue-chip equity portfolios, emphasising active ongoing management strategies.
Why Choose me?
I have been working in the financial services industry since 2005 and hold a Bachelor of Commerce from the University of Melbourne and a Bachelor of Business (Economics and Finance) from RMIT. My background includes experience in banking, with a focus on agribusiness and margin lending in previous roles.
My investment approach is centered on balanced, long-term investing through blue-chip direct equities while also identifying short-term capital growth opportunities. While portfolio performance and income generation are key priorities, I value building strong relationships with my clients, understanding their unique financial situations, and providing tailored, holistic advice.
Financial advice tailored for you
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 rural Australia.
At the heart of it, Morgans is as invested as you are, committed to achieving your financial goals and building relationships that last decades.
The Morgans difference
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