Edward Jones-Financial Advisor: Jeremy Lepore

Edward Jones-Financial Advisor: Jeremy Lepore Investment Strategies & Planning
Personalized Financial Plans
Wealth Management & Retirement Strat

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09/22/2024

Thank you to all who took the time to wish me a Happy Birthday this past week, a quote that still resonates deep with me is
“A heart is not judged by how much you love; but by how much you are loved by others”. I am blessed to be surrounded by so many of you in my life…thank you!

Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For®️ by Great Place To Work®️ and For...
05/20/2024

Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For®️ by Great Place To Work®️ and Fortune®️ magazine. Hear more from our Managing Partner Penny Pennington about what sets our firm apart.

2024 Fortune 100 Best Companies to Work For, published April 2024, research by Great Places to Work, data as of August 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones retains its top talent through purpose-driven work, professional development opportunities, and a spirit of caring.

2023 finished on a strong upswing. Will 2024 continue where it left off?In our latest Market Compass, Principal and Inve...
01/27/2024

2023 finished on a strong upswing. Will 2024 continue where it left off?

In our latest Market Compass, Principal and Investment Strategist Craig Fehr discusses the handoff from 2023 to 2024 and the forces that might influence the year ahead.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

Interested in growing your practice? Experience Edward Jones firsthand and find out how to take your business to the nex...
01/25/2024

Interested in growing your practice? Experience Edward Jones firsthand and find out how to take your business to the next level. Join us March 6-8, 2024 for our Premier Due Diligence event.

https://bit.ly/3U7uEdA

There's little doubt that life can be both exciting and overwhelming for young adults, especially if you're going throug...
01/04/2024

There's little doubt that life can be both exciting and overwhelming for young adults, especially if you're going through a big change like a marriage, a new mortgage or a baby. Consider these seven steps to build a strong financial foundation to help you reach your current and future goals.

How you manage your finances as a young adult can have a big impact on your future. Here are some tips to help get you started.

11/21/2023

Discussing estate planning with your family can be uncomfortable, but it’s also critical to ensuring your loved ones are prepared to carry out your wishes. We’ve outlined some topics you might want to discuss with your family on a regular basis.

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As the year winds down, how do you feel about your financial strategy? If you decide to make some moves, here are some s...
11/16/2023

As the year winds down, how do you feel about your financial strategy? If you decide to make some moves, here are some strategies to consider before the new year arrives.

As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.

It can be tempting to put off buying life insurance, especially when you're juggling a dozen other responsibilities or f...
11/09/2023

It can be tempting to put off buying life insurance, especially when you're juggling a dozen other responsibilities or feel like you have all the time in the world. But life often throws curve balls your way. Check out these five tips to learn why you may wish to rethink your life insurance strategy.

When is it time to purchase life insurance? Learn the signs to watch out for.

Rising gas prices are often a hot topic, not to mention a big concern for those who lack an emergency fund. It's never t...
11/02/2023

Rising gas prices are often a hot topic, not to mention a big concern for those who lack an emergency fund. It's never too late to build a "rainy day" strategy, even if you're already enjoying the retirement stage of life. Let's set up time to discuss how you can handle life's unexpected events.

Emergency funds are important to any financial strategy, even in retirement. Here’s some advice on how to prepare for emergencies that may occur.

As 2023 winds down, how do you feel about your financial situation? Did you meet your yearly goals or make progress towa...
09/28/2023

As 2023 winds down, how do you feel about your financial situation? Did you meet your yearly goals or make progress toward your long-term goals?

Let's work together to ensure your strategies and time horizon are up-to-date and incorporate any new life events.

As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.

Markets are up for the year, but major indexes have been more volatile lately. Where are the opportunities in today’s ma...
09/08/2023

Markets are up for the year, but major indexes have been more volatile lately. Where are the opportunities in today’s market?

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

08/29/2023

Here are some key financial and non-financial considerations.

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56 Edwards Village Boulevard Suite 209
Edwards, CO
81632

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