Edward Jones - Financial Advisor: Justin Tate

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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 we 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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This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/3VHfbUr

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Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/3TBwZQb

Do you have the “drive” to reach your financial goals? Check out these 10 investing rules of the road and schedule an ap...
10/04/2026

Do you have the “drive” to reach your financial goals? Check out these 10 investing rules of the road and schedule an appointment with me, so we can plot the path to help you get where you want to be.

Learn more: https://bit.ly/3VmyMsV

10/02/2026

If it’s time to diversify your portfolio, consider an exchange-traded fund. Learn more about how ETFs can complement your other investments.

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Once you’ve signed up for Online Access and seen all it can do to help you track your goals, take it one step further wi...
09/30/2026

Once you’ve signed up for Online Access and seen all it can do to help you track your goals, take it one step further with our new app. Planning for your future has never been easier.

Connect and view accounts you have elsewhere in Online Access.

09/28/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



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

Content provided by Edward Jones

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
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Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/3ToitLy

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charita...
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If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.

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As a financial advisor, I know that protecting wealth is just as important as growing it.

And with scams and fraud on the rise, protecting your financial life is more important than ever.

That’s why I’m excited to announce that Edward Jones has a new relationship with Carefull, a financial safety service, now available at no cost to U.S. clients. This proactive tool monitors financial activity, flags unusual behavior and helps prevent fraud before it escalates. Plus, it allows you to share coverage with a loved one. It’s one more way Edward Jones is committed to helping you protect what matters most.

If you’d like help getting started or want to learn whether it’s a fit for you, let’s connect.

Learn more here: edwardjones.com/Carefull?utm_term=916270&utm_source=facebook&utm_medium=social_media&utm_content=3268243&c3nid=916270_facebook_3268243&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc5NTUxMQ%3D%3D

Tracking your goals should be easy. That’s why we’ve created an easy-to-use app: so you can get connected to what you ne...
09/25/2026

Tracking your goals should be easy. That’s why we’ve created an easy-to-use app: so you can get connected to what you need, when you need it.

Download our app to stay connected.

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1500 West Elm
El Reno, OK
73036

Opening Hours

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

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+14052624848

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