Edward Jones - Financial Advisor: Garrett Estes

Edward Jones - Financial Advisor: Garrett Estes Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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08/25/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4hTxP4C

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

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.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/3SeWztn

Even with volatility from geopolitical risks and inflation pressures, disciplined investors have been rewarded with soli...
07/09/2026

Even with volatility from geopolitical risks and inflation pressures, disciplined investors have been rewarded with solid broad-based gains over the year. With a constructive global backdrop unfolding, we've refined our guidance to help set up for the second half of 2026, emphasizing diversification to help capture broadening opportunities.

Portfolio Strategist Tom Larm breaks it down in our Monthly Portfolio Brief.

https://bit.ly/4vT37fM

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Think...
06/25/2026

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

If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here ar...
05/26/2026

If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here are five tips to help you deal with market volatility.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation st...
05/26/2026

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation starts, the more options you often have.

If protecting both your legacy and your life beyond the business matters to you, feel free to reach out so we can get the conversation started.

Learn more here: https://bit.ly/49mOcS0

Build personalized watchlists to help keep tabs on what's important to you.
05/04/2026

Build personalized watchlists to help keep tabs on what's important to you.

Connect and view accounts you have elsewhere in Online Access.

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We coul...
04/27/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

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