Edward Jones - Financial Advisor: Justin Tate

Edward Jones - Financial Advisor: Justin Tate I grew up on a farm just outside of El Reno, where my parents taught me and my siblings the value of doing the best you can in work and school.

As a financial advisor with Edward Jones my father taught me the importance of saving and not letting the reward of hard work be wasted. It was at a young age he taught me the value of investing both financially and in yourself. I graduated from Oklahoma State University thanks to the hard work of my parents. There I met my amazing wife, Katie. We have now been married for 6 wonderful years, and w

e have one highly energetic little boy, Parker. A few years after college I was blessed to serve as the Administrator and Video Director of a church in Bixby, OK. My wife grew up in the church, and we are lucky to have been a part of such a wonderful church family. It was there I learned the joy of serving others, but my job kept me "behind the scenes." I wanted to be able to serve people while also developing a deeper relationship with them. After speaking with my father and several other financial advisors I knew this was for me. I started with Edward Jones because I wanted to be in a position where I could truly help others. I'm proud to be where I am today. Our Edward Jones office has served the El Reno community and surrounding area for more than 30 years. Our desire is to know what is most important to our clients and partner with them in developing a plan that puts them on the path to achieving their financial goals. We use an established process and get to know everyone personally so we can service their needs as their lives continue to evolve. Thank you for taking the time to learn about me, and I hope you'll give me the opportunity to learn a little about you. Give us a call, send an email, or drop on by. I look forward to it. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.
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Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
09/02/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

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/4zLb6hk

Today's economic environment is ever-changing. Review our current rates for CDs, bonds and other investments and loans.
08/29/2026

Today's economic environment is ever-changing. Review our current rates for CDs, bonds and other investments and loans.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the ...
08/28/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you hammer this out and build a strategy for what's important to you. Let’s chat.

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at wh...
08/26/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

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/4gcevOE

Can a six-figure income still leave you feeling financially lost?Our research with Gallup — recently featured in Fortune...
08/18/2026

Can a six-figure income still leave you feeling financially lost?

Our research with Gallup — recently featured in Fortune — found that among Americans earning more than $135,000, nearly 70% still struggle to feel financially fulfilled. Even more striking: 1 in 5 high earners report experiencing significant financial stress.

As a financial advisor, this doesn't surprise me. Income alone doesn't create confidence. What can make a difference is having a clear plan, knowing what matters most to you, and feeling genuinely in control of your financial future.
If any of this resonates, I'd love to start a conversation.

Read the full feature in Fortune: https://bit.ly/4wx96q7


Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Seven in 10 Americans on six-figure salaries aren’t financially fulfilled—even wealthy Gen Zers.

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/4qnWq3t

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 — delivering tailored strategies, not one-size-fits-all solutions.

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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