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Josh Marson

Joshua Marson, CIMA®

Financial Advisor

Josh joined the JPS team in 2010 and serves as a Financial Advisor working with clients in various life stages implementing investment strategies to work towards their unique goals. As a Certified Investment Management Analyst ® , or CIMA®, Josh is also responsible for the construction of portfolios privately managed by our team along with analysis of third-party managed portfolios used in our practice. CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice to both individual and institutional investors.  He also currently holds the Series 7,9,10, and 66 securities registrations.  Josh is also an active member of the Investments and Wealth Institute.  Josh is a native of Coldwater, Michigan. He moved to Bowling Green to attend Western Kentucky University in 1998. Josh worked his way through college at Nat’s Outdoor Sports and earned a Bachelor of Interdisciplinary Studies in 2005.  In 2011, Josh received a Certificate of Financial Planning from Western Kentucky University. Outside the office, Josh enjoys hunting, fishing, traveling, and trail running.   He spends his free time with his wife, Lindsey; daughter, Harper; and Labrador retriever, Coy. Before joining our team, Josh spent 5 years traveling North America as a Videographer for Mossy Oak Productions.