Edward Jones - Financial Advisor: Jon Connell

08/11/2025

Finding your name in Forbes is an honor – and I’m happy to share that I am among 300 Edward Jones financial advisors across the U.S. to have achieved Forbes’ Top Next-Gen Best-In-State 2025 ranking.

These are the next generation of leaders, all younger than 40 with at least four years of experience. Forbes selected these financial advisors for its 2025 ranking based upon qualitative criterion — mostly gained through telephone, virtual, and in-person due diligence interviews — as well as quantitative data.

It’s my honor to share this news with you. Congratulations to my fellow Edward Jones financial advisors who also made this distinguished list.

2025 Forbes Top Next-Gen Wealth Advisors Best-in-State in New York, published August 2025, research by SHOOK Research LLC, data as of March 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. https://www.forbes.com/lists/best-in-state-next-gen-advisors/

10/02/2024

03/23/2023

These are the next steps you could take with your 401(k). Give me a call, and let's discuss what strategy is best for you.

03/15/2023

Take a look, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

03/10/2023

Some might say it’s déjà vu: The G.O.A.T. has retired—again. Here’s why Tom Brady's retirement decisions may teach you a lot about your own retirement.

We need to plan for longevity—not the one-and-done retirement many of us think of today

02/20/2023

The passage of SECURE 2.0 has several important changes that could benefit your financial strategies, including changes to 529 assets. Take a look, and let me know if you have any questions!

01/27/2023

It's important to examine your Social Security needs through a LENS perspective - life expectancy, employment, needs and spouse.

Some things to think about – from your life and family, to how taxes may impact your decision.

01/19/2023

Take a look at my recent news about my WMCP® designation.

"The WMCP® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission."

01/11/2023

Did you know a spouse may be entitled to receive up to 50% of the higher earner's benefit? For many, the rules regarding Social Security benefits are unclear. Check out this easy-to-understand piece that breaks down 4 common scenarios that could result in more generous Social Security benefits.

Understand the benefits a spouse (or former spouse) may be entitled to receive in four scenarios.

01/05/2023

The employee contribution limit for 401(k) plans is increasing a record amount in 2023, but that's not the only change that may impact your savings.

Consider this your cheat sheet for retirement plans, IRAs, and other employee benefits in 2023.

2023 IRS Limits for Retirement Plans, IRAs, and Other Employee Benefits

12/19/2022

Everyone’s vision for retirement looks a little different. To ensure you and your partner are on a similar path, take some time to have an open conversation about what the next stage of life looks like for both of you.

How to start preparing