Josh Jerele, CFP®
“Greatness is not a function of circumstance. Greatness, it turns out, is largely a matter of conscious choice and discipline.” — James C. Collins
As a Relationship Manager, Josh manages client relationships at the Mosaic Denver office. His role centers on building meaningful relationships with clients and providing personalized solutions for them.
Josh was born and raised in Columbus, Ohio and earned his B.S. in Finance from Taylor University in Indiana. Josh worked as a Portfolio Advisor for several years in Fort Wayne, Indiana prior to joining UBS Private Wealth in Denver in 2015, working with clients and financial planning. Josh joined the Mosaic team in 2018 at the Denver office as a Relationship Manager. He is excited to be part of a team that values each other and are willing to go the extra mile for their clients.
As a Certified Financial Planner,™ Josh Is passionate about helping families solve their financial problems and answering questions that clients didn’t even know that they had. He is committed to building relationships, assisting with understanding the ins and outs of their financial lives and ensuring that their family values are reflected in their finances.
Josh lives in Denver with his wife Jillian and their dog, Roxie. Josh and Jillian enjoy serving in their church, spending time outdoors, doing remodeling projects and woodworking.