Edward Jones - Financial Advisor: Brad Atkinson

Edward Jones - Financial Advisor: Brad Atkinson 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 13,000 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, Susan 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/brad-atkinson for more information.
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Learn more https://bit.ly/4qIInpj I can help you explore key considerations that come with executive compensation and co...
08/31/2026

Learn more https://bit.ly/4qIInpj I can help you explore key considerations that come with executive compensation and complex wealth.

https://bit.ly/46wmRuG From equity awards to diversification, I can help you make the most of your executive compensatio...
08/29/2026

https://bit.ly/46wmRuG From equity awards to diversification, I can help you make the most of your executive compensation strategy.

Learn more https://bit.ly/45Kczac Executive compensation can be complex. I can help you make informed decisions about yo...
08/24/2026

Learn more https://bit.ly/45Kczac Executive compensation can be complex. I can help you make informed decisions about your financial future.

https://bit.ly/4gpVhEa Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensatio...
08/22/2026

https://bit.ly/4gpVhEa Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions.

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are tran...
08/18/2026

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to your wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family's goals.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Learn more https://bit.ly/4zkDFlw I can help you explore strategies for managing equity compensation, diversification an...
08/17/2026

Learn more https://bit.ly/4zkDFlw I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning.

https://bit.ly/3SBsjsX From stock awards to tax strategies, I can help simplify your executive compensation.
08/15/2026

https://bit.ly/3SBsjsX From stock awards to tax strategies, I can help simplify your executive compensation.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4qn3nlt

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/11/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

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1630 Dry Creek Drive, Suite 101
Longmont, CO
80503

Opening Hours

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

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+13035304875

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