Edward Jones-Financial Advisor: Heidi Jordan

Edward Jones-Financial Advisor: Heidi Jordan A curious, relationship-focused confidant and dependable promise-keeper, I bring both heart and structure to my work as a financial advisor. Member SIPC

I am energized by helping people move forward with clarity and confidence. Building trust through genuine connection, consistency and follow-through is central to how I serve my clients. Before entering the financial industry, I dedicated 18 years to health care as a physical therapist. During that time, I cared for people during some of their most vulnerable moments — listening closely, earning t

rust, and helping them believe in progress when the path felt uncertain. Those experiences continue to shape my work today, allowing me to meet clients with empathy, patience and a deep commitment to ensuring they feel heard, seen and understood. As a financial advisor, I apply that same thoughtful, people-centered approach to support clients through areas of life that are deeply personal and profoundly impactful. Together, we develop clear, personalized strategies aligned with each client’s goals, values and priorities. My process is structured yet flexible, designed to evolve as life changes. I am licensed in multiple states and provide both fiduciary financial planning for clients with complex needs and strategic advice for those seeking focused guidance. I hold the CFP® and CEPA® certifications to serve clients with an elevated level of professional insight and care. Outside the office, my life is grounded in faith, family and service to others. My husband, JJ, and I have been married since 2004, and he honorably served 24 years in the U.S. Air Force across active duty and reserve roles. We are actively involved in our church and lead the premarital program — work that deeply enriches us both. I’m grateful to work alongside my branch office administrator, Lauren Canada, who has earned the FPQP® certification as part of her continued professional growth. As a team, we are committed to providing highly personalized, dependable service and creating a welcoming environment for every client relationship. We look forward to the opportunity to serve you. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4dIlzkX

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children...
05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/4fMZTVY

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4uwJn0N

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 1...
05/22/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical ste...
05/20/2026

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement incomewww.edwardjones.com/us-en

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/3PxIINB

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/48VJxX3

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/4d3NdHp

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
04/30/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

Address

5600 W Lovers Lane, Suite 310
Dallas, TX
75209

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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