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.

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Think...
09/01/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



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08/27/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

https://bit.ly/4cMmHmt

The AI infrastructure boom is transforming the technology sector and changing how corporate bond markets evaluate risk, ...
08/25/2026

The AI infrastructure boom is transforming the technology sector and changing how corporate bond markets evaluate risk, leverage and return potential.

Senior Fixed Income Analyst Brian Therien explains what this can mean for fixed income investors in our Monthly Fixed-Income Focus.

https://bit.ly/4zDJ8UH

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4xTTRsr

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are tran...
08/18/2026

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to your wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family's goals.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path bac...
08/17/2026

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/3SdSq9e

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4zgGiF2

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you. Let's make...
08/13/2026

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you.

Let's make sure your intentions are clear.

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Dallas, TX
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