Edward Jones - Financial Advisor: Colin Wong

03/18/2026

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.

02/24/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

01/13/2026

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order is worth it.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

01/06/2026

Ready to take the next step in your career? Our exclusive webinar, Explore your future, is designed for experienced financial advisors looking to grow, evolve, and make a bigger impact.

Register now: https://bit.ly/4jzgI6Y

01/05/2026

These smart strategies can help investors weather the tax changes with confidence.

2026 tax changes: What you need to knowwww.edwardjones.com/us-en

12/19/2025

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions. Don't hesitate to reach out with questions.

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions.

12/16/2025

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best strategies can fail.

Asset titling: Don’t let your estate plan unravelwww.edwardjones.com/us-en

12/11/2025

How much can you withdraw from your portfolio in retirement and not run out of money?

Learn about the 4% rule for retirement withdrawals and why your starting rate may need to be different.www.edwardjones.com/us-en

12/10/2025

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best serve your clients.

Learn more about Edward Jones by joining our exclusive Due Diligence Event for experienced Financial Advisors, January 28–30 at the Sheraton Grand at Wild Horse Pass in Phoenix, AZ.

Register: https://bit.ly/4iODRlf

12/10/2025

Join us for the Explore Your Future webinar and discover how Edward Jones invests in your success.

-Learn about our industry-leading compensation model
- Explore practice management and firm support
-Ask your questions live

📅 Friday, December 12 | 🕒 3:30 PM CST

Save my spot: https://bit.ly/3KDOLhe

12/05/2025

When it comes to covering health care costs in retirement, preparing can be the best medicine. Here are five common health care mistakes to avoid as you prepare for retirement.

Avoid these 5 costly health care mistakeswww.edwardjones.com/us-en

11/28/2025

Join us for the Explore Your Future webinar and discover how Edward Jones invests in your success.

✅ Learn about our industry-leading compensation model
✅ Explore practice management and firm support
✅ Ask your questions live

📅 Friday, December 12 | 🕒 3:30 PM CST

🔗 Register now: https://bit.ly/4pHWuK1