About Joe Norris
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Joe works with clients spread throughout the United States. He is also responsible for meeting with analysts and portfolio managers to conduct due diligence and research market trends.
In 1980, Joe joined the firm of Edward Jones in St. Louis, Missouri and took over their local office in Piqua, Ohio. In November 1981, he was offered the opportunity to join and become a shareholder of Alexander Investment Services, a Louisville, Kentucky financial services firm, specializing in qualified retirement plans. In February 1994, Joe, Scott Richardson and Rayman Lovelace left Alexander Investment Services to establish a separate practice and two out of the three continue to work together.
Joe has the Series 7 General Securities registration, the Series 24 General Securities Principal registration, and the Life and Health Insurance license. His outside activities include membership on several local charity boards and an occasional round of golf.
In 1980, Joe joined the firm of Edward Jones in St. Louis, Missouri and took over their local office in Piqua, Ohio. In November 1981, he was offered the opportunity to join and become a shareholder of Alexander Investment Services, a Louisville, Kentucky financial services firm, specializing in qualified retirement plans. In February 1994, Joe, Scott Richardson and Rayman Lovelace left Alexander Investment Services to establish a separate practice and two out of the three continue to work together.
Joe has the Series 7 General Securities registration, the Series 24 General Securities Principal registration, and the Life and Health Insurance license. His outside activities include membership on several local charity boards and an occasional round of golf.