Edward Jones-Financial Advisor: James LeRoy

09/17/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

09/15/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.

09/14/2026

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as we head into what is likely to be the year's most closely watched Federal Reserve meeting.

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on whether this is the start of a longer policy tightening path, and what it could mean for portfolios in the latest Weekly Market Wrap.



https://bit.ly/4r9qroh

09/13/2026

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.

09/10/2026

Many of my female clients have told me they spent years focusing on the needs of their families, careers, and loved ones, often placing their own financial goals on the back burner.

Join us for an engaging discussion on building financial confidence, becoming more involved in your financial decision-making, and creating a strategy that supports the future you envision. Together, we'll explore practical ideas to help bring all the pieces of your financial puzzle together.

If this topic resonates with you, I hope you'll join us. And on a personal note, if a friend, daughter, sister, colleague, spouse, or family member comes to mind while reading this, please consider sharing this invitation with them. Financial confidence often starts with a conversation, and your invitation could be the encouragement someone needs to take that first step.

📅 September 22, 2025
🕔 5:00 PM
💻 Virtual Event

To RSVP, contact Bethany at [email protected] by September 17 or attend by scanning the QR code in the event flyer.

09/10/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/46P2uZM

09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4A3nysX

09/03/2026

As you face your upcoming liquidity event, you’re no doubt hearing a lot of different opinions. You’re no doubt getting slammed with different opinions. It all comes down to strategy. Building around your life goals is how I can help. I’m here with a coordinated team to look at various scenarios for you.

09/01/2026

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.

08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/3SpeBcJ