Edward Jones-Financial Advisor: Luke Johnson

Edward Jones-Financial Advisor: Luke Johnson Financial Advisor & Father of 5 | Helping clients to organize, grow, and protect their wealth

Who we serve-
We serve individuals, families, and business owners, helping work toward their financial goals so they can focus on the things in life that bring them joy, purpose, and fulfillment. Each client comes to us because they have accumulated assets and desire help in developing a strategy to retire in comfort, navigate a major life transition, or pass along a lasting legacy to future gener

ations. What we look for in clients-
Individuals and families who are goal oriented and looking for financial guidance and leadership when it comes to working towards those goals. They tend to be motivated when it comes their career and personal goals and are looking for someone to understand what is important to them, and partner with them to work toward accomplishing those goals in a strategic manner. How we help our clients-
We help our clients organize, grow, protect, and transfer their wealth. Dealing with current or old 401ks, IRAs, Stock Options, RSU's, or various other financial assets, we help you understand how these all work together toward your goals. Our clients receive ideas and guidance that aligns with their goals and risk tolerance. We believe that your investments should be tailored to your specific needs. We believe in collaborating with your tax professional and attorney on key decisions as we navigate the twists and turns of life, partnering together to keep you on track. Final thoughts-
My background in engineering and non-profit work brings together a combination of both strategic thinking along with a strong desire to help. I truly enjoy the opportunity I get to serve as a financial advisor. On a personal note, I enjoy spending time with my wife and 5 kids, being involved with our local church, enjoying the outdoors, and staying active in my 30+ soccer league. Member SIPC.
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This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
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This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are tran...
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Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to your wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family's goals.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
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Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
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Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4wFTeC4

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
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Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

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Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

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Market volatility has eased from its April peak, but trade uncertainties remain. If you had tried to miss the worst days in the market, you might also have missed some of the best.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean f...
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With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean for investors and the fixed-income landscape.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you ...
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When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headl...
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If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headlines to explain recent volatility, economic conditions and opportunities that may matter for long-term investors.

As always, I’m here to discuss how this outlook connects with your personal goals.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

Address

5827 Oakland Drive
Portage, MI
MI

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12694435246

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