Edward Jones- Financial Advisor: Heidi Frank

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This month, we honor the rich cultures, traditions, languages and contributions of Indigenous Peoples. And with 574 Amer...
11/02/2026

This month, we honor the rich cultures, traditions, languages and contributions of Indigenous Peoples. And with 574 American Indian tribes and Alaska Native entities in the United States, there is a lot of storied culture to celebrate!

Trick or treat! Wishing everyone a safe and spooktacular Halloween.
10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/30/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/3WeTsU4

What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends a...
10/28/2026

What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends and family?

A life that feels rich starts with a conversation. So, let’s talk about it. We’re here with one-on-one guidance to help you turn your dreams and ambitions into goal-based financial strategies, letting you enjoy a life you love. Let’s find your rich.

https://bit.ly/4BvfzWv

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4zaYf7v


A summary of last week's market highlights and economic news.

We are so excited to be the Official Wealth Management Partner of the Big 12®. Edward Jones knows every win starts with ...
10/26/2026

We are so excited to be the Official Wealth Management Partner of the Big 12®. Edward Jones knows every win starts with a smart game plan. Our hometown team is here to help you build yours. We're proud to be invested in your traditions and helping you plan for what's next. Reach out to get started today.

10/23/2026

Your credit score is more than just a number. It's one of the foundational building blocks of your financial life.

From qualifying for a mortgage to securing better interest rates, a strong score creates options. And options give you flexibility to pursue the goals that matter most.
The good news is building and maintaining healthy credit is straightforward when you know what drives it. The habits you establish today make borrowing easier and less costly down the road.

If you'd like to talk through how your credit picture fits into your broader financial strategy, let's connect.



Content provided by Edward Jones

10/21/2026

Cybercriminals are getting more sophisticated, and AI is making scams harder to spot. But a few simple habits can help protect your finances:

• Be cautious of unexpected emails, texts or calls.
• Verify requests through a trusted source before responding.
• Use unique passwords and multifactor authentication.
• Pause when a message feels urgent or unusual.
• Keep devices updated and back up important files.

Small steps today can help safeguard your money, identity and long-term financial goals. If you have questions about protecting your financial accounts, I'm here to help.



Content provided by Edward Jones

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/20/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

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

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4hXnF2w

Address

7755 Center Avenue Ste 1010
Long Beach, CA
92647

Opening Hours

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

Telephone

+17142097626

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