We’re pleased to announce that Josh Jones has joined Performance Brokerage Services as a Junior Associate in our Southeast Office. With a background in finance and client advisory services, Josh supports dealership owners through financial analysis, valuation support, and transaction preparation. We’re confident he will be a valuable addition to the team as he contributes to our commitment to professionalism, integrity, and long-term client success.

Josh earned his degree in Finance from the University of South Florida, building a strong foundation in financial analysis and investment principles. He later worked as a Financial Advisor, gaining practical experience assisting clients with investment strategies, insurance planning, and long-term financial goals. 

Josh holds the SIE and Series 65 licenses, as well as the 2-14 Life & Health License including variable annuities. These credentials reflect his comprehensive knowledge of investment products, regulatory standards, and insurance solutions, supporting his ability to provide informed and well-rounded financial guidance.