Joshua Shelton

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Kings Mountain, NC 28086

Credentials

Series 66

Industry experience

7 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Occupation focus

Sales Professional

Work history

Edward Jones

2018 - Present (8 years)

Broad River Retail dba Ashley HomeStore

2016 - 2018 (2 years)

Conn's Home Plus

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Charles T

CFP®

Clover, SC

Intrepid Eagle Finance LLC

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

College savings (529s, UTMA, etc.) Christian Faith Based

Adam L

Series 66

Shelby, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Business ownership considerations Self-Employed

Katherine C

CFP®, Series 66

Mcadenville, NC

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Intergenerational Families

Jonathan R

Series 66

Shelby, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management

Seth M

CFP®, Series 66

Gastonia, NC

Fidelity

Seth Myers is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans aimed at achieving both current and future financial goals. He emphasizes understanding clients and their families to identify strategies that leverage the full range of Fidelity's resources. Since joining Fidelity Investments in 2016, Seth has held multiple roles, including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning and Guidance Consultant I, and Defined Contributions Services Representative. Prior to his tenure at Fidelity, he worked as a Personal Banker at Bank of America from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Seth enjoys baseball, cooking and baking, family activities, visiting museums, listening to music, and reading.

General retirement planning Income planning Wealth management Cash flow / budgeting Debt management

Michael A

Series 66

Gastonia, NC

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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