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Edward Jones-Financial Advisory: Monica Jones

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Bellingham, WA
Edward Jones-Financial Advisory: Monica Jones

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As an Edward Jones financial advisor, I am proud to serve a diverse group of clients.

Many of my clients are business owners and community service members who are highly successful at what they do. I help my clients develop a personalized strategy that incorporates their unique goals for sustained, long-term financial success, whether their goals involve building, protecting, distributing or transferring wealth. As you work toward your goals, you may find it challenging to navigate the financial markets and respond to the changes in your life – but you don't have to go it alone. I will look holistically at your life – your family composition, your career, your hopes and dreams, your instincts about savings and spending money, your risk tolerance and other factors. What's most important to me is understanding what's important to my clients. Kelli Starck, my Branch Office Administrator and I work closely with clients' team of professionals to help them create a more optimal solution while uncovering risks and opportunities to provide real value and help clients reach their long-term financial goals. Prior to Edward Jones I was a civil engineer in Seattle for 8 years, and before that I received my Masters of Science in Engineering at the University of Washington. I came to Edward Jones because I have a passion for helping individual investors and wanted to build lasting relationships with members in my community. My husband, Kelsey, and I enjoy traveling and spending lots of time outside biking, hiking and camping once the sun starts shining in the northwest. If you'd like to learn more please reach out;
www.edwardjones.com/us-en/financial-advisor/monica-jones
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10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/29/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/4zTe7vs

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

10/27/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

10/21/2026

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums could come as a surprise and be significant. Connect with me to discuss strategies to avoid exceeding the next income threshold, which could trigger an extra charge.

4 times IRMAA could have you overpaying for Medicare

10/20/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot

10/16/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out.

10/16/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

10/14/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/4zxFj2r

10/12/2026

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/3TvP2Y4

10/10/2026

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/4zqMqKa

Address

1305 Harris Avenue, Suite 102
Bellingham, WA
98225

Opening Hours

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

Telephone

+14257459709

Website

https://www.edwardjones.com/monica-jones

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