Edward Jones - Financial Advisor: Jon Broska

Edward Jones - Financial Advisor: Jon Broska As a CERTIFIED FINANCIAL PLANNER professional, I tailor wholistic solutions for individuals, families & businesses to help achieve their financial goals

While our branch office is located in Gainesville, Florida, we work with clients all over the country via virtual conferencing. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNE

R®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Your financial strategy should reflect what matters most to you. By understanding your financial goals alongside your pe...
06/17/2026

Your financial strategy should reflect what matters most to you. By understanding your financial goals alongside your personal values, I can help design a financial strategy that reflects what’s important to you. Let’s explore what that could look like for you and the causes you care about.

When Alzheimer’s or dementia touches your life, finding the right help matters. Edward Jones supports the Alzheimer’s As...
06/16/2026

When Alzheimer’s or dementia touches your life, finding the right help matters. Edward Jones supports the Alzheimer’s Association, helping provide education, tools and support for individuals and families.

As a financial advisor, I help from the financial side—working with families to organize plans, prepare for potential care needs and help provide clarity during an uncertain time.

If you’re wondering what the next step might be, I’m here to help navigate the financial questions along the way.

Learn more at alz.org/resources.

Your financial strategy should reflect your goals—both financial and nonfinancial. Whether your personal beliefs, family...
06/16/2026

Your financial strategy should reflect your goals—both financial and nonfinancial. Whether your personal beliefs, family priorities or long-term aspirations guide your thinking, a personalized financial strategy can help ensure your strategy reflects your values. Let’s connect to explore what this could look like for you.

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward bro...
06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/4evdUWf

June is a meaningful reminder that planning isn’t just about finances. It’s about protecting the life and independence t...
06/14/2026

June is a meaningful reminder that planning isn’t just about finances. It’s about protecting the life and independence those finances support.

This Alzheimer’s & Brain Awareness Month, I’m encouraging clients to think about brain health as part of their overall long-term plan. Whether it’s building flexibility into your financial strategy, discussing long-term care considerations or simply prioritizing wellness, these conversations matter.

If this is something you’ve been meaning to revisit, I’m here to help you think it through.

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cov...
06/13/2026

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cover essential expenses and add predictability to your plan — especially when markets fluctuate. If you’d like to understand whether an annuity aligns with your goals, I’m here to walk you through your options.

As you get closer to retirement, your focus typically shifts from saving for the future to generating income from what you’ve saved.www.edwardjones.com/us-en

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Think...
06/12/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

In conversations with clients, one topic comes up over and over again: staying independent later in life.Alzheimer’s & B...
06/11/2026

In conversations with clients, one topic comes up over and over again: staying independent later in life.

Alzheimer’s & Brain Awareness Month is a good reminder that there are things within our control. Healthy habits, like staying active, managing blood pressure, eating well and continuing to challenge your mind, can support brain health over time, potentially increasing the probability of staying independent for longer.

Pair that with a plan that prepares for the unexpected, and you’re in a stronger position for the future.

If you’d like to talk through your plan, I’m here.

Markets continue to climb on strong earnings and improving global sentiment, but what does that mean for your portfolio?...
06/10/2026

Markets continue to climb on strong earnings and improving global sentiment, but what does that mean for your portfolio?

Investment Strategy Analyst Brock Weimer breaks down what’s fueling the rally and why staying diversified and anchored to your long term goals may matter more than trying to time market peaks.

https://bit.ly/4xpnnXS

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
06/09/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

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

Address

3302 W University Avenue, Suite A
Gainesville, FL
32607

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

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