Edward Jones-Financial Advisor: Jonas Reid

06/20/2025

May the warm rays of the sun bring you a fresh start. Enjoy the longest day of the year.

06/13/2025

To all the dads, and to those who are father figures, you're appreciated. You're fun to be with, loving and incredibly resilient. You're our heroes, our guides and our anchors. We'd be lost without your support and boundless love. We honor you and thank you.

05/09/2025

You are appreciated on this Mother’s Day. Whether you are a mother, have filled that role as a grandmother, aunt, sister, caregiver, mentor, friend, or neighbor, or have lost a precious child, you are valued. You are a constant light, full of encouragement, wisdom, guidance, patience and endless hugs. Your steadfast love and unconditional support are unwavering. Saying thank you is not enough for all you do.

04/25/2025

Your investment goals are as unique as the route you take to reach them. We believe following certain "rules of the road" can help you get where you want to be.

Tips for reaching your goals

03/27/2025

An important step for recent retirees is planning your estate. However, transferring wealth is easier said than done, as the process comes with many financial and legal considerations.

We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

03/24/2025

A properly planned estate strategy gives you control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

A checklist to help you get started

03/17/2025

Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “My Priorities” quiz to help determine which goals matter most to YOU. Then we can talk about how to help make those visions for the future materialize.

Ready to develop your financial goals? Give my branch a call today.

03/11/2025

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

03/07/2025

Let’s create a comprehensive strategy that can prepare you for many of the “what-ifs” in the future, whether they relate to your investment or protection needs.

Unexpected events, both in your life and in the financial markets, can affect your progress toward your goals – so it pays to be prepared.

03/04/2025

Years of research suggest there are four pillars to a fulfilling life and retirement: health, family, purpose and finances.

Ready to build a more meaningful and secure future?www.edwardjones.com/us-en

02/24/2025

Approximately two out of three tax filers receive a refund each year. If you’re among them, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you – building more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

02/17/2025

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

Explore how your Social Security benefits are taxed and what you can do to potentially reduce your tax liability.www.edwardjones.com/us-en