Edward Jones-Financial Advisor: Mitch Jordan

06/25/2026

Your future deserves more than guesswork. It deserves a plan.

As a financial advisor, I see firsthand how increasing complexity, evolving retirement goals and generational wealth shifts are making proactive planning more important than ever. And as a CERTIFIED FINANCIAL PLANNER®️ professional, I help clients align their decisions—big and small—with what matters most.

If you’ve been considering your next step, this is the moment to start the conversation.

CFP Board owns the marks CFP®️, CERTIFIED FINANCIAL PLANNER®️ and CFP®️ (with plaque design) in the U.S.

06/19/2026

✨ Investing in community. Investing in smiles. We’re so grateful to Edward Jones-Financial Advisor: Mitch Jordan for sponsoring our SmileAthon! 🧡💙

Mitch helps individuals and families plan for their financial goals with care and guidance. Through this sponsorship, he is also helping support a mission that brings compassionate, life-changing dental care to our community.

📅 Join the movement on Saturday, July 11th! Walk, run, or roll with us and help turn your steps into someone’s smile.
💙 Register here: www.mercydentalmissions.org/smileathon2026

🎉 Special code alert: use SAVE50 when registering!
👕 Register by June 20th to guarantee your SmileAthon t-shirt!

06/18/2026

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. When your finances reflect what matters most to you, everything feels a little more in sync.

That’s why confidence is just as important as the numbers. If you’ve been wanting more clarity, let’s talk.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

06/02/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

05/12/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/4uddquC

04/29/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

04/24/2026

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headlines to explain recent volatility, economic conditions and opportunities that may matter for long-term investors.

As always, I’m here to discuss how this outlook connects with your personal goals.

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

04/08/2026

Understanding how market corrections typically unfold and how investors have successfully navigated them in the past can provide a useful framework for managing today’s volatility.

If you’d like to review how your portfolio is positioned for today’s environment, I’m here to help you stay on track toward your goals.

More insights: https://bit.ly/4swGr2M