Edward Jones-Financial Advisor: Jack Whalen

Edward Jones-Financial Advisor: Jack Whalen /*********/
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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/4hvJiHg

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions ...
04/03/2024

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions to help meet your income needs.

Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends a...
02/21/2024

What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends and family?

A life that feels rich starts with a conversation. So, let’s talk about it. We’re here with one-on-one guidance to help you turn your dreams and ambitions into goal-based financial strategies, letting you enjoy a life you love. Let’s find your rich.

https://bit.ly/3uvKqok

Locally, we strive to make a positive difference for our clients, colleagues and community. The impact of this same comm...
02/05/2024

Locally, we strive to make a positive difference for our clients, colleagues and community. The impact of this same commitment throughout our firm has earned us this outstanding recognition. We couldn't be prouder than to be among the Most Admired Companies worldwide.

https://bit.ly/3SNd4u4

2024 Fortune World's Most Admired Companies list, published Jan.31, 2024, in partnership with Korn Ferry, data as of November 2023. Compensation provided for using, not obtaining, the rating.

©️2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of Edward Jones.

FORTUNE magazine named Edward Jones to the 2024 list of the World's Most Admired Companies™ and ranked No. 5 in the Securities/Asset Management industry category.

The market won’t dodge every pothole in the next leg of its journey. But we think 2024 may ultimately prove to be a posi...
12/28/2023

The market won’t dodge every pothole in the next leg of its journey. But we think 2024 may ultimately prove to be a positive year for both stock and bond returns.

Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

’Tis the season for giving — but don’t forget to give to your future self by ensuring you have a sound retirement plan i...
12/06/2023

’Tis the season for giving — but don’t forget to give to your future self by ensuring you have a sound retirement plan in place. Here are some steps to help ensure your path to retirement is right on track.

Follow these simple steps to help ensure your path to retirement is on track as we enter the new year.

Contributing to a traditional IRA can be a useful retirement savings tool, but if you’re closer to retirement, or you’re...
11/13/2023

Contributing to a traditional IRA can be a useful retirement savings tool, but if you’re closer to retirement, or you’re able to handle a higher bill come tax season, you may want to consider a Roth IRA conversion.

What you should consider when thinking about converting a traditional IRA to a Roth IRA.

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