Edward Jones-Financial Advisor: Bryan Theis

Edward Jones-Financial Advisor: Bryan Theis Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 13,000 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 basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator, Pam Henry 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/Bryan-Theis for more information.
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You have trusted, established client relationships, and we provide high-touch support and customized solutions to best s...
09/03/2026

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best serve your clients.

Learn more about Edward Jones by joining our exclusive Due Diligence Event for experienced Financial Advisors, November 4-6 at New York Marriott Marquis.

Register: https://bit.ly/4xHEZxW

08/31/2026

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/4guP2jx

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the ...
08/28/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you hammer this out and build a strategy for what's important to you. Let’s chat.

Ready to explore what’s possible for the next chapter of your practice?Join our Explore Your Future webinar for an insid...
08/27/2026

Ready to explore what’s possible for the next chapter of your practice?

Join our Explore Your Future webinar for an inside look at how Edward Jones supports experienced financial advisors as they evaluate their options.

Register now: https://bit.ly/4gztD7t

08/21/2026

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/4gnAj8W

For professionals thinking long‑term, the real question isn’t just the next role—it’s whether the career can continue to...
08/19/2026

For professionals thinking long‑term, the real question isn’t just the next role—it’s whether the career can continue to evolve. Growth, ownership, and impact tend to matter more when you’re building something meant to last. If you’re reflecting on that path, a conversation can add clarity.

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.

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/3TZtJ0P

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.

This year has been a reminder that markets can climb even in times of uncertainty. While risks continue to shape the out...
08/14/2026

This year has been a reminder that markets can climb even in times of uncertainty. While risks continue to shape the outlook, we believe strong economic momentum supports opportunities across a range of asset classes. Staying diversified and focused on long-term goals remains one of the best ways to navigate an ever-changing market environment.

Learn more in our August Monthly Portfolio Brief: https://bit.ly/4zhEsUt

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