Edward Jones - Financial Advisor: Sergio Colón

01/15/2026

Social Security is one of the most valuable assets you’ll have in retirement, which is why it’s imperative to understand your options. Here are some factors you should consider when determining when to start collecting Social Security.

Social Security is a major part of your retirement. Review your options and view four things to consider before deciding when you should take Social Security.

01/12/2026

Edward Jones Named One of the World’s Most Admired Companies™️ for 2025!

We’re proud to be part of a firm recognized for its dedication to trusted relationships and meaningful impact. This honor reflects the work we do every day — helping clients achieve their financial goals and being part of the moments that matter most.

https://bit.ly/49h2HqW

2025 Fortune World’s Most Admired Companies™️ list published January 2025, in partnership with Korn Ferry, data as of November 2024. Compensation provided for using, not obtaining, the rating. From Fortune, ©️2025 Fortune Media IP Limited. All rights reserved. Used under license.

11/07/2025

This week I’m especially grateful as we celebrated my wife Bonnie’s birthday. This time last year, we were facing a tough medical season and learning just how precious health and time really are. Now, we’re celebrating her strength, good health, and another year together. Watching her perseverance and positivity has been an incredible reminder that resilience and preparation matter, in life and in finance.

09/30/2025

This past weekend was a big milestone for our family — moving my daughter Isabella into Seattle Pacific University!
Moments like these remind me why planning ahead matters so much. Whether it’s for education, retirement, or other goals, every milestone starts with a plan. Excited to cheer her on in this new journey!

08/18/2025

Moving, planning a renovation, taking a trip, paying for college? We offer flexible borrowing options to meet a variety of financing needs, while allowing your investment portfolio to remain intact.

Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

08/11/2025

Our investment strategists break down the latest on U.S. government policy, equities, bonds and international markets. They also discuss what rising U.S. debt could mean for the economy and your portfolio.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

08/08/2025

Team Edward Jones is back for Obliteride 2025!

We’re riding, running, walking, and volunteering in support of Fred Hutch Cancer Center — and working to help fund research that saves lives.

Consider joining our 200+ associates, families and friends making a lasting impact on cancer care and healthier futures.

👉 Learn more: https://bit.ly/3Jp2VS5

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

07/22/2025

Is it time to kick your retirement planning into high gear? Review this checklist to make sure you understand how things like Social Security, health care expenses and transitions from saving to spending could affect your income strategy after you retire.

Read through this checklist

07/04/2025

Today, we celebrate the birth of a nation founded on the principles of liberty, equality and justice for all. May the spirit of patriotism unite us all as we honor the legacy of our forefathers. Here's to the land of the free and the home of the brave. Happy Fourth of July.

07/02/2025

Taxes are often an important concern for high earners. Looking for some tips to help become a more tax-efficient investor? Check out this list of suggestions and then schedule time for us to discuss.

Practical and proven strategies you can take to become a more tax-efficient investor.

06/26/2025

While 401(k)s often include a match from your employer, individual retirement accounts (IRAs) may allow you more flexibility in your investment choices.

Benefits to having both