Edward Jones Financial Advisor Peter Congdon

01/18/2024

As the year begins, it’s a perfect time to reflect on your financial goals and aspirations. Use Online Access to explore new opportunities, access your investments and navigate your financial journey — all in one secure and convenient platform.

01/16/2024

Searching for a career opportunity with no ceiling to your earning potential that offers the opportunity to achieve work life balance? Learn how you can transfer your skills to a new career as an Edward Jones Financial Advisor.

Register here: https://bit.ly/3ShXPcy

12/20/2023

We know the year-end hustle and bustle can be stressful. Online Access offers convenient tools – like getting electronic statements, sharing documents securely, connecting outside accounts, tracking goals and sending messages to your Edward Jones team – to help simplify things. Visit edwardjones.com/onlineaccessinfo to learn more.

11/22/2023

Use Online Access to help get ahead of the year-end organization curve. Sign up today to receive electronic copies of your statements, tax forms and other documents. You can also share documents with your Edward Jones team and third parties, like your tax preparer.

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10/25/2023

It may be the “spooky” time of year, but we believe strong technology is essential for strengthening your account security. We offer features like secure sign-in on your desktop or with our app, secure messaging with your Edward Jones team and two-step authentication when you sign in.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

09/21/2023

Staying on top of things can be critical when it comes to meeting your goals. Online Access allows you to connect external accounts to help you track your overall progress.

Connect and view accounts you have elsewhere in Online Access.

08/17/2023

This is back-to-school time for many. Whether those days are far behind or you have future educations to save for, the tools and calculators in our Goals section can help you plan for what's next.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

07/19/2023

Traveling this summer? No sweat! Communicating with your Edward Jones team is a breeze with Online Access and our app, no matter how far from home you roam. Or even if you choose a staycation this year. Contact your team from anywhere with a few mouse clicks or screen taps.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

06/23/2023

Making summer plans? Be sure revisiting your financial strategy is on the list.

Getting there is often the hard part. These milestones can help you on the road to financial stability.

06/23/2023

Thinking of going independent but crave security? Edward Jones offers the autonomy you desire with the confidence of being backed by our home office support and structure.

As technology and client service methods evolve, the financial services industry is experiencing a great deal of transition. The pandemic accelerated these changes and highlighted the need for financial advisors to understand clients’ changing investment goals. Many experienced financial advisors ...

06/22/2023

Preparing for summer vacation? That doesn't mean losing track of your accounts or goals. Online Access and our app make staying connected with both a breeze, whether relaxing at home or enjoying the sun and surf.

Connect and view accounts you have elsewhere in Online Access.

06/22/2023

It's normal to feel confused on whether to choose a will or living trust—or even both. Learn the basics to become more confident that you’re making the right moves for your family and your legacy.

It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.