Edward Jones-Financial Advisor: David Beerman

Edward Jones-Financial Advisor: David Beerman Life long geek who worked hard, had fun, and still managed to retire by 49 only to come back and help others try to do the same! Welcome!

There are plenty of financial advisors who can help you pick a portfolio and organize your finances so what makes me different?�

Well, I'm a lifelong geek who loves books and movies from the science fiction and fantasy genres! I spent many years going to concerts of all types and still enjoy the occasional Broadway show. I retired from my previous career at 49 and began remodeling our home, but a

fter several months I realized it wasn't enough! (and I was driving my family nuts with projects!) �Finally, I realized I wanted to help other people do what I had done, create financial strategies that allows me to focus on what truly matters to me. Sharing time with friends and family and giving back to my community! If you had more free time what would you be focusing on today? So, I obtained my licenses and began serving my community, one client at a time...no pressure, no minimum investments, just conversations with people who wanted to gain a better understanding of their finances and begin the planning process. Along the way I've built a reputation as someone who cares about his community and donates time, energy, and money to make it a better place to live. A few highlights of the past year include:
- Offering Financial Literacy classes and content to area high schools and adults
- Chairperson for the Walk to Make Alzheimer's a Memory
- Sponsor the Johnson City Back To School Backpack Event with Kiwanis
- Organize the Annual Santa Paws Donation Event for the Animal Shelter��
- Serve on the Board of the DEI Alliance of NE Tennessee and SW Virginia
- Sponsor the HBCU College Expo for High School Seniors
- Sponsor multiple cultural festivals including UMOJA, Rainbow Festival, and TriPRIDE �

The list goes on and on, but don't take my word for it, ask around and see what people say about me. When you're ready to choose a financial advisor let's meet for coffee or lunch and see if I'm the right fit for you.

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
06/03/2026

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.

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very v...
06/02/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/4dLTBEW

This Pride Month, we celebrate and support all our LGBTQ+ family and friends, and invite you to join us in creating a mo...
06/01/2026

This Pride Month, we celebrate and support all our LGBTQ+ family and friends, and invite you to join us in creating a more inclusive community for all.

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
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/437Q8KI

Great kickoff to the season at the Barnett Patio!Michael Cody and friends performing on a perfect evening!
05/30/2026

Great kickoff to the season at the Barnett Patio!
Michael Cody and friends performing on a perfect evening!

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children...
05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/434AmA8

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. W...
05/27/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

Eid Mubarak! Wishing you and your loved ones peace, blessings and heartfelt joy on this special occasion.
05/26/2026

Eid Mubarak! Wishing you and your loved ones peace, blessings and heartfelt joy on this special occasion.

Address

401 West Oakland Avenue, Suite 1
Johnson City, TN
37604

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4:45pm

Telephone

+14234610191

Website

Alerts

Be the first to know and let us send you an email when Edward Jones-Financial Advisor: David Beerman posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones-Financial Advisor: David Beerman:

Shortcuts

Share

Category