Edward Jones-Financial Advisor: Kristi DeJoseph

Edward Jones-Financial Advisor: Kristi DeJoseph I help families feel confident about their money today while building a legacy that truly matters. I meet with clients in person, by phone and via Zoom.

Most of my clients have worked hard and saved well, yet want clearer guidance around the more complex parts of their financial lives. Whether they are executives, business owners or individuals who have inherited wealth, many come to me with the same questions:
* Can I maintain my lifestyle?
* Will I run out of money?
* How can I simplify this and feel more in control? As an Edward Jones financial

advisor, I use an established process to understand what's most important to you and your family. The foundation of my relationship with you is building personalized, comprehensive plans and investment strategies based on your goals, while working with your CPA, attorney and other professionals to help keep you on track. Whether your goal is building your wealth, saving on taxes or planning for an adventurous retirement, my team is at your service. Iโ€™m honored that my practice continues to grow through client referrals. I am also proud to be recognized by Forbes as one of the 2026 Forbes | SHOOKยฎ Top Women Wealth Advisors Best-in-State in Iowa.*

A native central Iowan, I live just outside the Des Moines metro with my husband, Nick, our children, Caroline and Charlie, and our two bernedoodles. We enjoy being involved in our community, our schools and our church. Traveling, foster care and youth sports are passions in our family. I look forward to connecting with you to build, protect and simplify your financial future.

2026 Forbes|SHOOKยฎ Top Women Wealth Advisors Best-in-State in Iowa, published Feb. 2026, research by SHOOKยฎ Research LLC, data as of June 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

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/4xFytrj

๐ŸŽ‰๐Ÿ˜Š Shout out to Kristi today! ๐Ÿ˜Š๐ŸŽ‰Please join us in celebrating Kristi's 8-year anniversary as a Financial Advisor for Edw...
09/04/2026

๐ŸŽ‰๐Ÿ˜Š Shout out to Kristi today! ๐Ÿ˜Š๐ŸŽ‰

Please join us in celebrating Kristi's 8-year anniversary as a Financial Advisor for Edward Jones.

Over the past eight years, Kristi has been dedicated to helping clients achieve their financial goals, guiding families through important life decisions, and building meaningful relationships based on trust and care. Her commitment to serving others, attention to detail, and genuine passion for making a difference have positively impacted so many people.

Thank you, Kristi, for your hard work, leadership, and unwavering dedication to your clients and our branch. We are grateful for all you do and look forward to celebrating many more milestones with you.

Congratulations on 8 years, Kristi! Here's to continued success and making a difference in the lives of others! ๐ŸŽŠ๐Ÿ‘๐Ÿ’™

(Picture with Ron Melvin - Always good to see you, Ron) ๐Ÿ˜Š

Labor Day is more than just a day off workโ€”itโ€™s a moment to recognize the dedication, passion and effort that power our ...
09/04/2026

Labor Day is more than just a day off workโ€”itโ€™s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

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.



https://bit.ly/4cljt9z

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 whatโ€™s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4xWO99l

๐ŸŽ’๐Ÿ“š Happy 1st Day of School to This Crew! ๐ŸŽโœ๏ธKristi's Kids โค๏ธ ๐Ÿ“– Charlie DeJoseph - 6th Grade ๐ŸŽ“ Caroline DeJoseph - 9th Gr...
08/24/2026

๐ŸŽ’๐Ÿ“š Happy 1st Day of School to This Crew! ๐ŸŽโœ๏ธ

Kristi's Kids โค๏ธ
๐Ÿ“– Charlie DeJoseph - 6th Grade
๐ŸŽ“ Caroline DeJoseph - 9th Grade

Emily's Kids โค๏ธ
๐Ÿ–๏ธ Sawyer Stover - Preschool
๐ŸŒŸ Elsie Stover - Kindergarten

๐Ÿ๐Ÿ“š To ALL the kids on their 1st day of school, have a great year filled with learning, fun, friendship, and new adventures! ๐ŸŽ’โœ๏ธ๐ŸŽ‰

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/4xIvf5M

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances โ€” delivering tailored strategies, not one-size-fits-all solutions.

โญ And if you're from out of state and lucky enough to be in Iowa this time of year, the Iowa State Fair is a must-see de...
08/14/2026

โญ And if you're from out of state and lucky enough to be in Iowa this time of year, the Iowa State Fair is a must-see destination and a great place to experience one of Iowa's favorite traditions. ๐Ÿšœ๐ŸŒฝ๐Ÿ„โค๏ธ๐ŸŽก

๐Ÿšจ๐ŸŽ‚ BIRTHDAY ALERT! ๐ŸŽ‚๐ŸšจLook who's celebrating today! ๐Ÿฅณ๐ŸŽ‰๐ŸŽˆJoin us in wishing our wonderful FA a very Happy Birthday! ๐ŸŽ๐Ÿ’โœจ May...
08/13/2026

๐Ÿšจ๐ŸŽ‚ BIRTHDAY ALERT! ๐ŸŽ‚๐Ÿšจ

Look who's celebrating today! ๐Ÿฅณ๐ŸŽ‰๐ŸŽˆ

Join us in wishing our wonderful FA a very Happy Birthday! ๐ŸŽ๐Ÿ’โœจ May your day be filled with joy, fun, laughter, and lots of cake! ๐Ÿฐ๐ŸŽŠ๐ŸŽ‰

๐ŸŽ‰๐Ÿฅณ๐ŸŽ‚ HAPPY BIRTHDAY KRISTI!!!! ๐ŸŽ‚๐Ÿฅณ๐ŸŽ‰

๐Ÿ’–๐ŸŽˆโœจ๐ŸŽ๐ŸŽŠ๐Ÿฐ๐ŸŽ‰๐ŸŒŸ

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535 E Army Post Road, Suite B
Des Moines, IA
50315

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Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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