Joshua L Harrison
About Joshua L Harrison
Joshua L. Harrison is a District Leader at Primerica, where he has worked since 2012, focusing on financial planning for middle-income families. He has a background in business development and marketing, having held various positions in organizations such as Year Up and H&R Block.
Work at Primerica
Joshua Harrison has served as a District Leader at Primerica since 2012. In this role, he focuses on providing financial services to clients in the San Joaquin Valley and Greater San Francisco Bay Area. His responsibilities include offering personalized financial plans that address debt elimination, retirement planning, college planning, home purchases, and income protection. Joshua leads a support team of 1,500 members, enhancing the service provided to clients and their families. Primerica has received the DALBAR Service Award for 16 consecutive years, recognizing its commitment to outstanding customer service.
Previous Experience
Before his tenure at Primerica, Joshua Harrison held various positions in different organizations. He worked as the Associate Director of Business Development at Year Up from 2016 to 2017 in San Jose. Prior to that, he served as the Regional Marketing Coordinator at H&R Block from 2013 to 2015 in East Bay, Northern California. Additionally, he was the Director of Career Development at Young Community Developers from 2018 to 2022 in San Francisco. His early career included a role as Office Operations Supervisor at the US Census Bureau from 2008 to 2010.
Education and Expertise
Joshua Harrison's educational background includes a degree in Business Administration with a focus on Finance from Florida Agricultural and Mechanical University, where he studied from 2000 to 2005. He also completed his high school education at Bellarmine College Preparatory and Mt. Pleasant High School, earning diplomas from both institutions. His extensive knowledge in finance and business administration supports his role as a fully licensed financial advisor, where he manages millions of dollars in assets.
Client Focus and Services
In his role as a financial advisor, Joshua Harrison specializes in working with middle-income families to develop straightforward financial plans. He emphasizes the importance of financial education and provides complimentary financial needs analyses to his clients. His approach ensures that clients are well-informed and can make educated decisions regarding their financial futures. Joshua's commitment to personalized care helps clients navigate their financial goals effectively.