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Edward Jones-Financial Advisor: Tammy Jones

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Carmel, CA
Edward Jones-Financial Advisor: Tammy Jones

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I have more than 25 years of experience in the financial industry, offering custom financial solutions for a clients’ needs.

I am an Army Veteran and a financial advisor with Edward Jones, dedicated to helping individuals and families develop financial and investment strategies that line up with their needs, goals and risk tolerance. I work with families and businesses who are serious about building upon their current financial picture and developing investment strategies to accomplish their financial needs. My primary goal is to pave the way for a clients’ financial growth by providing them with targeted comprehensive financial advice and portfolio management – delivered with the highest level of personal service, integrity, professionalism and competence. For several years, I have worked with local organizations such as CASA, Boys & Girls Club and Salinas Leadership. I am a member of the Carmel Sunset Rotary, P.E.O. and the Professional Women’s Network of Monterey. I have also served on the board of directors for:

• Salinas Valley Business Women’s Network
• Salinas Chamber of Commerce
• Salinas Jaycees
• Second Chance Youth Services
• PWN Monterey

As your trusted financial resource, I am there to help with smart Investing by helping you make more informed financial decisions as you take purposeful action toward financial power. Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Member SIPC.
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11/03/2026

Year-end is often one of the best times to review your financial strategy and identify potential tax-saving opportunities. Whether you're looking to maximize savings, take advantage of HSA benefits or make charitable gifts, there are several tax-smart moves worth considering before Dec. 31.

5 year-end tax and planning considerations

11/02/2026

AI-related stocks faced renewed scrutiny last week as investors reassessed the sustainability of the AI investment cycle, while market leadership broadened to include more defensive sectors. At the same time, the Federal Reserve held interest rates steady, underscoring its continued focus on balancing inflation risks with economic growth.

Brian Therien, Senior Fixed Income Analyst, explores the forces driving the recent market rotation, key risks investors are monitoring, and why diversification remains important in the latest Weekly Market Wrap: https://bit.ly/4iCn711

11/01/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/47NnZuF

10/28/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

10/27/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4z6Ohnz

A summary of last week's market highlights and economic news.

10/25/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

10/21/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4zFsmUv

10/18/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

Address

126 Clock Tower Place, Suite 102
Carmel, CA
93923

Opening Hours

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

Telephone

+18316255299

Website

https://www.edwardjones.com/tammy-r-jones

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