Edward Jones - Financial Advisor: Katie A Gates

09/09/2026

You've poured years into building your business, and you want what you've built to endure. A thoughtful succession plan helps you protect your legacy and transition ownership on your terms.

Here's our business owners hub

09/07/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

09/03/2026

As we head towards the back half of 2026, it’s a good time to step back and remember three important ground rules for long-term investors. Principal, Head of Investment Strategy Mona Mahajan discusses strategies and best practices for investing during uncertainty.

Watch the full episode: https://bit.ly/3SnPN4U

09/01/2026

As a new school year begins, we're reminded that every big achievement starts with a first step. 🍎

Today we're celebrating the youth of our branch team as they head back to the classroom and begin another year of learning, growing, and working toward their goals. We're so proud of each of them and can't wait to see what this school year brings!

Help us wish them good luck and a great year ahead! 📚✨

08/26/2026

From tuition and housing to everyday spending, college introduces new financial rhythms. Seeing everyday money alongside long-term goals can help bring confidence to decisions, now and as this next chapter unfolds.

Simplify your financial life with Edward Jones®️ Everyday Solutions Checking and Credit Cards, powered by U.S. Bank®️.

Learn more here: https://bit.ly/3SgAJWF

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

08/24/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4gO2GhI

08/20/2026

I’m excited to be among the Forbes | SHOOK®️ Best-in-State Next-Gen Wealth Advisors for the 2nd year. It’s also an honor to be in the company of my fellow Edward Jones financial advisors who made this distinguished list. Congratulations to my colleagues around the country!

Disclosures: 2025-2026 Forbes | SHOOK®️ Best-in-State Next-Gen Wealth Advisors for SD, published August each year, research by SHOOK®️ Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.

08/14/2026

On Bloomberg's "The Close," our Principal, Head of Investment Strategy Mona Mahajan shares perspectives on several themes shaping today's market environment, including earnings, artificial intelligence, inflation and the broader economic outlook, and considerations for investors in the months ahead.

Watch the full interview: https://bit.ly/3S9VIu8

08/12/2026

Please join me in congratulating Kristen Rux on earning her Registered Branch Administrator (RBA) designation!

Kristen consistently brings professionalism, attention to detail, and a genuine commitment to supporting our branch and serving our clients. This achievement is a testament to the hard work she has invested in expanding her knowledge and expertise.

We're fortunate to have Kristen on our team, and I couldn't be more excited to celebrate this well-deserved milestone with her. Congratulations, Kristen!

08/10/2026

One thing I've learned from working with clients is that people's experiences with today's economy can look very different.

While headlines and economic data provide important context, the conversations I'm having often reveal a more personal perspective on financial confidence, concern and opportunity.

That's why I found the insights in Edward Jones' Pulse of North America series so valuable.

🔍 In this discussion, Edward Jones Senior Economist James McCann and Financial Advisor Daniel Klug explore the K-shaped economy and the different ways households are experiencing the current environment.

📊 Among the findings from research conducted in partnership with Gallup:
• 8 in 10 Americans report some level of financial stress or uncertainty.
• More than half fall in the "conflicted middle" – making financial progress while remaining concerned about what's ahead.

▶️ Watch the full conversation: https://bit.ly/4hqxbeC

Source: Gallup & Edward Jones, Money and Meaning: Understanding Financial Fulfillment, 2026.