Edward Jones - Financial Advisor: Jeff Jones

09/03/2026

Your future deserves more than guesswork. It deserves a plan.

As a financial advisor, I see firsthand how increasing complexity, evolving retirement goals and generational wealth shifts are making proactive planning more important than ever. And as a CERTIFIED FINANCIAL PLANNER®️ professional, I help clients align their decisions—big and small—with what matters most.

If you’ve been considering your next step, this is the moment to start the conversation.

CFP Board owns the marks CFP®️, CERTIFIED FINANCIAL PLANNER®️ and CFP®️ (with plaque design) in the U.S.

08/27/2026

Your business is more than a source of income. It's likely one of your most significant financial assets.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I work with business owners to bring clarity and intention to one of the most complex decisions they'll face: what happens next.

From exit planning to succession strategy to long-term transition planning, I can help design a comprehensive financial strategy that’s right for you.

08/20/2026

You’ve poured your heart and soul into your business. But are you ready for what comes next?

Whether your goal is to retire with confidence, ensure your loved ones are cared for, or pass along what you've spent years building to the next generation, having a solid financial plan can make all the difference.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I help business owners think through their next big chapter. If you're ready to start the conversation, I'd be glad to help.

08/13/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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08/10/2026

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesitant, history suggests that all-time highs have often been followed by continued gains, with long-term returns comparable to, or even better than, investing on a typical trading day.*

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on the forces driving markets higher and the implications for investors in the latest Weekly Market Wrap.



https://bit.ly/3TEMXZw

*Past performance does not guarantee future results.

08/06/2026

As a financial advisor, I’m proud to support the local businesses that keep our community thriving.

With new partners like Nationwide and Voya, and tools like Aboon and Addition Wealth, Edward Jones is making it easier for business owners to offer retirement plans and education that strengthen financial wellness.

If you're a local business owner, let’s connect. I’d love to help you build a stronger financial future for your business and your team.

08/03/2026

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



https://bit.ly/4yMf5K6

07/30/2026

How often are your employees receiving financial education to help them save for retirement and other goals?

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

07/27/2026

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questions about whether the Federal Reserve may need to adjust its approach.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and how they could impact investors in the latest Weekly Market Wrap: https://bit.ly/45ph9tY

07/23/2026

You may be a rock star at running your business, but it helps to have a financial professional assist you with your company's cash management and retirement plan.

Here's our business owners hub