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Monday 8am - 12pm 1pm - 4:30pm Tuesday 8am - 12pm 1pm - 4:30pm Wednesday 8am - 12pm 1pm - 4:30pm Thursday 8am - 12pm 1pm - 4:30pm Friday 8am - 12pm 1pm - 3pm

Edward Jones - Financial Advisor: Lara Umberger

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Crosby, TX
Edward Jones - Financial Advisor: Lara Umberger

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Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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10/29/2026

As retirement approaches, you may be reviewing your estate plan and asset titling. If you have assets owned as Joint Tenants with Right of Survivorship, you may not be aware of the risks. Connect with me to discuss if this is the best strategy for your current situation and your beneficiaries when you’re gone.

Joint titling financial accounts can introduce risks. Discover the benefits and trade-offs of joint ownership and how it impacts your estate planning.

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/4jMqdBS

10/28/2026

Market volatility doesn’t just impact investments — it can shape careers and income too.

As job competition increases, building in-demand skills like analytical thinking, adaptability and communication can play a key role in supporting long-term earning potential. Stronger income can mean more opportunities to save, invest and stay on track toward your goals.

If you’re thinking about your financial future, your career strategy matters more than ever.

Discover five essential skills, from AI literacy to emotional intelligence, that can help you stand out in today's job market and boost your earning power.

10/27/2026

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/4zc9IDJ

10/26/2026

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/4Bko5HE

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

10/24/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

10/23/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

10/22/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot

10/21/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

10/20/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/3UzYABG

Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

Address

15010 FM 2100, #101
Crosby, TX
77532

Opening Hours

Monday	8am - 12pm
	1pm - 4:30pm
Tuesday	8am - 12pm
	1pm - 4:30pm
Wednesday	8am - 12pm
	1pm - 4:30pm
Thursday	8am - 12pm
	1pm - 4:30pm
Friday	8am - 12pm
	1pm - 3pm

Website

https://www.edwardjones.com/lara-umberger

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