What are the 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

Edward Jones-Financial Advisor: Lilly Kate Jordan

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Alamo Heights, TX
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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03/27/2026

Please consider joining us for our next Women's Wealth Event, Build and Bloom. Call 210-826-1571 for information. Space is limited.

03/24/2026

Markets can feel unsettling at times.

Whether you are retired or saving for retirement, I welcome you to reach out to schedule time to discuss your financial situation or for a portfolio review. I look forward to being your trusted professional.

Current clients, I'm here for you and appreciate the opportunity to serve you. 🫶

~ Financial Advisor Lilly Kate Jordan, CFP®
210-826-1571

03/07/2026

I’m excited! Looks like the next fun appreciation event will be making planters of some sort! 🌱 can’t wait!

03/06/2026

Your Certified Financial Planner® jumping on to say hello. I’m super busy working with market opportunities, but if you want to call me at the branch, don’t hesitate. I’m barely keeping up but excited if you are ready to discuss your goals and the market. Please don’t fear the market correction. That’s why you have me. ✅ Corrections can be opportunities.

Everyone have a safe and wonderful weekend and don’t forget to thank our veterans for their courage, dedication and service. 🇺🇸

02/27/2026

I think we did pretty good on the practice run for our charcuterie event tomorrow. What do you think?

All spots are taken for tomorrow but, you are welcome at any time to call or check out the “client appreciation” events on my website.

These are small and fun women centered events I host with limited spots open to clients and prospective clients. I usually schedle about a month out at a time so check back if you don’t see anything listed.

https://www.edwardjones.com/us-en/financial-advisor/lilly-jordaniu

01/31/2026

Hubby said making granny squares is a sign I’m getting older. I responded back that checking his accounts for retirement every day is a sign he is getting older and he has a financial planner to do the money management for him 🤣. At least I’ll be keeping my mind engaged with counting stitches and figuring out patterns. Stay tuned for the finished product…I’m so slow that it may not be completed until retirement. 😅🤭🤩

01/26/2026

So I decided to plan for the upcoming freeze on Friday after work. Someone left just enough spinach for me 🥰. Note to self: "next time, go sooner." After all these crazy events that triggered hoardings, I was surprised that the toilet paper was well stocked 😅.

I don’t have the expertise to tell you how to plan ahead with inventory at the store, but I can help you plan ahead for retirement and for your future goals. You don’t have to be a client to call and ask a question. No pressure. ~ Lilly Kate Jordan, CFP®

Office: 210-826-1571
Cell (no texts for regulatory reasons, calls only please): 830-237-7258

01/18/2026

There are some things money can’t buy. Only experience can teach you the value of a hard earned dollar.

My oldest is running his business like a champ and his brother is following right behind his footsteps to a great future. Whatever that holds for both of them, they will not forget hard days like this when they went all day long for that payout. Their money will go to 4 places:

1. Giving
2. Spending
3. Saving
4. Investing

I challenge you to work on this with your children. It will help shape their financial future.

01/17/2026

❄️ The cold is coming this weekend…and just like that!🫰🏻Your donations are warming the needy! My heart is full to have such a wonderful second family of clients! Thank you to all who donated and maybe we continue to make the pile get bigger every year! Donations were made to “Communities Under the Bridge”, a nonprofit 401c(3). 🥰

01/03/2026

Well, today the desk got stuck on high mode. Maybe that’s a good sign for 2026! Who knows what this year will be for the market or anything life throws our way, be we roll with the punches. If we don’t get this desk down, I’ll be shopping for high barstools soon. 😅👊🏻

01/01/2026

Fireworks specialist here…If I run, you run! 🧨 😅Follow me for more tips.

May you all have a safe and happy new year!

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

Website

https://www.edwardjones.com/lilly-jordan

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