Edward Jones Financial Advisor: Kevin Surnear

01/20/2026

There are a lot of choices to make when building a career. And that doesn’t end when you start planning your retirement. Let’s chat about your retirement portfolio options and how I can work with you to help you make your golden years financially comfortable.

Learn more: https://bit.ly/4bGefp1

01/16/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

01/15/2026

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

01/13/2026

You may be a rock star at running your business, but it helps to have a financial professional assist you with your company's cash management and retirement plan.

Here's our business owners hub

01/09/2026

How often are your employees receiving financial education to help them save for retirement and other goals?

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

01/08/2026

Being a financial advisor gives me the privilege of helping individuals throughout their professional journey. If you've experienced a lay off or are in a period of career transition, let's talk. I’d love to be a resource during this time of change.

01/07/2026

Interest rate forecasts? They miss the mark more often than you think. Here’s why rate expectations shouldn’t drive your investment decisions.

Why relying on rate forecasts can mislead investors—and what to consider instead.

01/06/2026

As we celebrate "I am a Mentor Day", I pause to reflect how much I have cherished as a middle school mentor for Legacy Project of Stark County this year. Building relationships with these young men has truly been special. I know there is tremendous value working with these young men at such a formative point in their lives , walking alongside them as a steady, positive influence. Through conversations, example and consistency, we help them navigate challenges, build confidence and develop the character and values that truly shape who they become.

I encourage anyone who has the opportunity, to consider joining a mentoring program like Legacy Project. At Edward Jones, we always work to help clients, "Find your Rich".... in my life, giving back and just being there as a mentor will forever be a very key part of MY rich!

01/05/2026

These smart strategies can help investors weather the tax changes with confidence.

2026 tax changes: What you need to knowwww.edwardjones.com/us-en

01/02/2026

Think it's too late to benefit from Roth retirement accounts? Think again. A Roth conversion can help you reap the benefits of a post-tax-advantaged account.

Don’t miss the benefits of a Roth conversionwww.edwardjones.com/us-en

12/31/2025

Learn what 2026 may hold for the markets and economy, how recent legislation could shape your finances and which strategies remain essential for long-term success.

Watch this webinar live on Jan. 21 at 3 p.m. CT or on demand after.

Wednesday, January 21, 2026 at 3:00 PM Central Standard Time.