Edward Jones - Financial Advisor: Gilad Shwartz

Edward Jones - Financial Advisor:  Gilad Shwartz Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 15,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator ,Julie Belden, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/gilad-shwartz for more information.
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One of the most frequent conversations I have with families is how to balance education savings with retirement goals. W...
05/14/2026

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.

Collaboration can be key! We believe in creating a comprehensive team approach for our clients by working with their leg...
05/13/2026

Collaboration can be key! We believe in creating a comprehensive team approach for our clients by working with their legal and tax professionals. Contact us today to find out how our estate and trust services can help you provide a higher level of client service.
https://bit.ly/3R5Fi5e

04/30/2026

Giving back is part of who we are at Edward Jones.

Across North America—and the world—our associates and financial advisors support local communities through collaboration, volunteerism and service, showing what it means to lead with purpose.

Learn more about how we're partnering for positive impact: edwardjones.com/findingfulfillment?utm_term=920550&utm_source=facebook&utm_medium=social_media&utm_content=3177787&c3nid=920550_facebook_3177787&c3ch=BranchSocialMedia&EID=MDAwMDAwMTY2OTM5OA%3D%3D

Excited to be heading to Invest in Women! Looking forward to connecting with peers, learning from industry leaders, and ...
04/16/2026

Excited to be heading to Invest in Women! Looking forward to connecting with peers, learning from industry leaders, and bringing back new insights to elevate the work we’re doing at Edward Jones.

If you’re attending, let’s connect!

Your industry knowledge and experience has prepared you for a career as a financial advisor. Join us at our next Financi...
04/14/2026

Your industry knowledge and experience has prepared you for a career as a financial advisor.

Join us at our next Financial Advisor Opportunity webinar to learn how your experience – combined with our training and support programs – could lead to success as a financial advisor.

https://bit.ly/4tL0smY

Edward Jones is on the road to Invest In Women! We’re bringing fresh ideas, meaningful conversations, and insights we ca...
04/02/2026

Edward Jones is on the road to Invest In Women! We’re bringing fresh ideas, meaningful conversations, and insights we can’t wait to share.

Will we see you there?

03/31/2026

Markets remain reactive as the Middle East conflict enters Week 5. Our Principal, Head of Policy, Regulatory and Government Relations Andy Blocker covers key timing shifts, upcoming inflection points, and what continued volatility could mean for investors.

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle...
03/12/2026

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle East tensions and rising oil prices, today’s strong economic backdrop reinforces one message: stay focused on the long-term, not the headlines. We’re monitoring the latest developments and their potential implications for investors.

The U.S. and Israel launched joint strikes on Iran on February 28, prompting Iran to respond with counterattacks across multiple Middle Eastern cities. Iran is a meaningful oil producer, the fourth largest within OPEC, accounting for roughly 4% of global oil supplies, with about 80% of its exports g...

A life's work is built one note at a time. That's how we carefully craft your financial strategy, so it's in-tune with w...
03/11/2026

A life's work is built one note at a time. That's how we carefully craft your financial strategy, so it's in-tune with what matters most to you. That's why Edward Jones is proud to sponsor Alan Jackson's "Last Call: One More for the Road — The Finale" concert this summer.

The S&P 500 has stalled this year in part due to rising geopolitical tensions, but new market leaders and broader divers...
03/10/2026

The S&P 500 has stalled this year in part due to rising geopolitical tensions, but new market leaders and broader diversification have helped balanced portfolios stay resilient despite the tech pullback. Portfolio Strategist Tom Larm breaks it down in this month’s portfolio brief.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

Address

Larkspur, CO
80118

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3pm

Telephone

+17203816252

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