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professional profile

Joshua Paul Jones, CFP

AgentRRIAR Midvale, UT CRD 5139521 Last verified October 2026

Overview

Joshua Paul Jones is an insurance agent, a registered representative and an investment adviser representative based in Midvale, UT, with 20 years in the industry.

Years in the industry
20
States licensed
14
States registered
27
Carrier appointments
6

Contact

2 business emails and 1 phone number on file

Registrations and licenses

  • Licensed in 14 states
  • Registered in 27 states
  • Life Agent Individual
  • Producer
  • Series 24
  • Series 66
  • Series 7
  • SIE

4 lines of authority, with every state and its dates

Firms

Employment history since 2006

Carriers

6 active carrier appointments

Book and practice

Firm assets under management on file

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