Joshua Jones | Boston, MA Financial Advisor | Adviser Investments
Joshua Jones
Partner, Senior Wealth Advisor
617.321.2200 Schedule a Meeting

Joshua Jones

Partner, Senior Wealth Advisor

Background Experience

Josh is a partner and senior wealth advisor with Adviser Investments. He serves as a member of the firm’s Portfolio Review Committee and works directly with a select group of families and institutions. Josh was recently honored, for the 10th time, as a Five Star Wealth Manager by Boston magazine. He is often called upon for his investment insights and analysis and appears regularly on The Adviser You Can Talk To Podcast, Adviser Investments’ investing podcast. A graduate of the University of Vermont and Phillips Exeter Academy, Josh lives with his wife and three very active young sons in the Boston suburbs. When he’s not in the office, Josh is usually chasing or being chased by one or more of his kids.


Five Star Wealth Manager (2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2022, 2023)

The Best Financial Advice I Ever Received

The best financial advice I ever got is from my dad: “It’s not a loss unless you sell. It’s just a temporary decline.”

Call: 617-321-2200

85 Wells Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Charitable Giving
Estate Planning
401(k) Administration

Joshua's Latest Insights

For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.