Edward Jones - Financial Advisor; Richelle J Jordan, AAMS

Edward Jones - Financial Advisor; Richelle J Jordan, AAMS Our branch serves clients with a variety of needs ranging from retirement planning, estate strategies and helping to reach other financial goals. Member SIPC.

One focus area includes providing available choices for old 401Ks. I have earned the Accredited Asset Management Specialist™ certification. Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Richelle Jordan, AAMS™ Financial Advisor.
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As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward bro...
06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/4a53MSB

An emergency fund can prepare you financially and emotionally for the unexpected – but how do you know if you have enoug...
06/11/2026

An emergency fund can prepare you financially and emotionally for the unexpected – but how do you know if you have enough saved for a “rainy day”? Here are some factors to help you determine how much you need.

Tips on how much to save

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4ulXULW

Financial planning allows me to take a comprehensive look at my client's entire financial picture, dive deeper into area...
06/02/2026

Financial planning allows me to take a comprehensive look at my client's entire financial picture, dive deeper into areas of opportunity and create a plan tailored to their unique goals.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/49xA5cL

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order i...
05/26/2026

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order is worth it.

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

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4utvznP

Today's economic environment is ever-changing. Review our current rates for CDs, bonds and other investments and loans.
05/20/2026

Today's economic environment is ever-changing. Review our current rates for CDs, bonds and other investments and loans.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4wB7U6j

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
05/13/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

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Atlanta, GA

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Tuesday 8:30am - 4:30pm
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Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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+17707192935

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