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Edward Jones-Financial Advisor: JT Jacobson

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Goshen, IN
Edward Jones-Financial Advisor: JT Jacobson

He told me to trust the process and watch it grow. On a personal note, my wife, Katie, and I have a son, Theo, and a daughter, Margot.

My interest in investing began back when I was 14 years old, when my dad and I took the money I made from refereeing soccer and started investing it in the stock market. I quickly became a believer in the power of compound interest and have been passionate about showing people what I learned ever since. I joined Edward Jones in 2018 after a career in the orthopedic industry, and there is no other

place I'd rather be. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we will work together to develop specific strategies to help you achieve your goals. As a CERTIFIED FINANCIAL PLANNER™, I want to take the time to understand what is important to you so I can better serve you and your family. We will also partner together to monitor your progress and help make sure you stay on track or determine if any adjustments need to be made. We are active in our community, enjoy being outside and love collecting plants. I serve on the board of Magical Meadows, the Winona Lake Limitless Park, and am a past-president of the Rotary Club of Concord. Thank you for the opportunity to serve you. I look forward to getting to know you more.

Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3Q6SxSY

06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4x0XMUR

05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4vvOsqD

05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/3RyrWyp

05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/4ubE1bu

05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/4dnaZ2l

04/30/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

04/28/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

04/27/2026

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://bit.ly/48ub5CG

04/24/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

Address

2020 Elkhart Road Ste A
Goshen, IN
46526

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://www.edwardjones.com/jt-jacobson

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