Edward Jones-Financial Advisor: Justin Wheatley

Edward Jones-Financial Advisor: Justin Wheatley We help families organize, build, protect, and transfer their wealth. 401k | IRA | 529 | Life Insura

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Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4gGuvIZ

Learn more https://bit.ly/4qLMTU6 Your business may be one of your greatest assets. I can help you explore strategies fo...
09/01/2026

Learn more https://bit.ly/4qLMTU6 Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

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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Learn more https://bit.ly/3T0aIuW I can help you explore key considerations that come with executive compensation and co...
08/31/2026

Learn more https://bit.ly/3T0aIuW I can help you explore key considerations that come with executive compensation and complex wealth.

https://bit.ly/4xtWFwC Leaving a business you’ve built is a major financial and personal decision. I can help you plan f...
08/30/2026

https://bit.ly/4xtWFwC 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.

Learn more https://bit.ly/4gAJEdr Long-term financial success starts with intentional planning. I can help you consider ...
08/30/2026

Learn more https://bit.ly/4gAJEdr Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

https://bit.ly/4zIo7bs From equity awards to diversification, I can help you make the most of your executive compensatio...
08/29/2026

https://bit.ly/4zIo7bs From equity awards to diversification, I can help you make the most of your executive compensation strategy.

https://bit.ly/4gtlbXm Your financial goals are unique — your plan should be too. I can help you create a strategy focus...
08/28/2026

https://bit.ly/4gtlbXm 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.

I help DFW executives simplify complex compensation and tax strategies. Let’s talk.Disclosure: Edward Jones and its asso...
08/27/2026

I help DFW executives simplify complex compensation and tax strategies. Let’s talk.

Disclosure: Edward Jones and its associates do not provide tax advice.

Learn more https://bit.ly/4gSem2Y A successful business exit often starts well before a sale or transition. I can help y...
08/25/2026

Learn more https://bit.ly/4gSem2Y 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.

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