Edward Jones - Financial Advisor: Zachary Cawthorn

05/16/2022

When it comes to finance-related questions, it can be hard to get clear answers — especially on the web. No need to keep combing through search results; we’ve compiled some of the most commonly asked questions and answered them all.

Is yours on the list?

04/25/2022

The average tenure of a leader in the financial services industry is 8.4 years. At Edward Jones, we’ve had just six managing partners over the course of our 100-year history. These leaders have offered stability to our firm and clients and helped us deliver on an investment philosophy focused on long-term investment strategies and diversified portfolios filled with quality investments.

04/14/2022

"This 100-year-old brokerage bet its unique strategy would attract customers during the pandemic – data shows it's working," reads the headline of a Fortune article based on an interview with Edward Jones Managing Partner Penny Pennington. It's about how we deliver value to make a meaningful difference for our clients.

Edward Jones Managing Partner Penny Pennington recently sat down with FORTUNE magazine to talk about the Edward Jones approach to serving clients and the positive impact it delivered during the pandemic.

04/14/2022

Pat Jones, the wife of former Edward Jones Managing Partner Ted Jones and a symbol of sustainability for our firm, had an inspiring commitment to conservation and sustainability. It reminds us that we’re also here to invest in our planet to ensure a bright, sustainable future for all.

04/12/2022

April 18 is the big deadline during tax season, but other deadlines are also worth noting.

View important deadline dates for traders, furnishing tax forms and filing tax returns.

04/11/2022

Whether you’re building or diversifying, starting from square one or just in need of a refresh, let’s work together to help establish an investment portfolio for you.

04/09/2022

Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk.

04/08/2022

Over 100 years, women at Edward Jones have lit the way for a bright, bright future. One such important woman includes Marion Dickey. She empowered women across the nation in the ‘60s as the president of the National Woman’s Ad Club before becoming Edward Jones’ first female financial advisor.

04/01/2022

Nobody ever expects turbulent times, but when you have a strategy in place, dealing with major life changes is much less stressful. What would you do if you were to lose your job? If you’re not sure, check out our advice.

How to handle job loss

03/28/2022

Rising costs for everyday goods are never a good thing. However, with an adequate financial strategy in place, it’s easier to plan for the curveballs that the economy sometimes throws your way.

The Federal Reserve's Beige Book report found that many businesses intend to raise prices over the coming months.

03/08/2022

Have you accessed your tax forms yet? You can view, print and download them here. You also can securely share your tax forms with your tax professional.

View, download and print forms, import to tax prep software and share forms with a tax professional.

03/05/2022

Those who are early in their career may put off thinking about retirement. But learning what sets Roth and traditional IRAs apart now can help ensure you make the right choice between the two as you save for later.

You can get key benefits from either a Roth or traditional IRA – but there are important differences between the two.