Edward Jones-Financial Advisor: Lilly Kate Jordan

Edward Jones-Financial Advisor: Lilly Kate Jordan Understanding what’s IMPORTANT to you and building a personalized strategy to help you achieve your goals. Member SIPC.

Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal ba

sis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/lilly-jordan for more information
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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...
08/19/2026

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.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

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.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

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.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

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/45tt1LK

Yesterday, we had the privilege of filling in the gap for a dear kiddo in our branch. We recently lost his mom at 49 and...
08/07/2026

Yesterday, we had the privilege of filling in the gap for a dear kiddo in our branch. We recently lost his mom at 49 and he’s 12. My heart is broken, but it felt so good to pick him out a few school clothes, a backpack and some cool tennis shoes. He was so happy today. Young man…you are special and loved. We are here for you. May your 1st day of school be as awesome as you are. Your mom loved you so much. 💕

Grateful to have been able to attend the Wealth Management Summit in St. Louis to learn and grow for you!
07/22/2026

Grateful to have been able to attend the Wealth Management Summit in St. Louis to learn and grow for you!

Everybody, please have a safe and wonderful July 4th!🇺🇸Happy 250th birthday America!🇺🇸
07/03/2026

Everybody, please have a safe and wonderful July 4th!
🇺🇸Happy 250th birthday America!🇺🇸

If you missed the last Women and Wealth event, we hope you make the next one! Beautiful creations and a great time.Thank...
06/30/2026

If you missed the last Women and Wealth event, we hope you make the next one! Beautiful creations and a great time.

Thank you to everyone that came!

Help me wish Eva a happy 2 year work anniversary! Send her a message at the office, call or comment here! We are so bles...
06/26/2026

Help me wish Eva a happy 2 year work anniversary! Send her a message at the office, call or comment here! We are so blessed to have someone help serve clients in such a caring way! Cheers to many more! 🥂

Consider joining our next Women and Wealth Event, Strung Together. Space is limited. See flier for details.
06/22/2026

Consider joining our next Women and Wealth Event, Strung Together. Space is limited. See flier for details.

Address

The Broadway Theater Building 4940 Broadway Suite 340
Alamo Heights, TX
79209

Opening Hours

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

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