Edward Jones - Financial Advisor: Ross Morel

08/31/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

08/27/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

08/24/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



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

Content provided by Edward Jones

08/20/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4xTNC89

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/4gyF8xh

08/15/2026

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.

08/13/2026

We're proud to share that Edward Jones has been named to the 2026 PEOPLE®️ Companies that Care list.

This recognition reflects our firm’s commitment to supporting associates, serving clients, and strengthening the communities where we live and work.

At the heart of that commitment is a shared belief that when people are supported to do their best work, the impact extends well beyond the workplace. It's reflected in the way colleagues show up for one another, help clients work toward what matters most, and give their time and talents to their communities.

We’re honored by this recognition and the opportunity to contribute to the culture of care that made this recognition possible.

Disclosure: 2026 People Companies that Care, published People Magazine September 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4qfltFL

08/04/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out or visit edwardjones.com/Carefull?utm_term=1172984&utm_source=facebook&utm_medium=social_media&utm_content=3275190&c3nid=1172984_facebook_3275190&c3ch=BranchSocialMedia&EID=MDAwMDAwMTkwOTEwMQ%3D%3D.

07/31/2026

Travel plans don’t always follow a straight line. Flights change. Schedules shift. Expenses add up.

When your everyday spending and long-term goals are viewed together, it can be easier to make decisions along the way, while keeping your path clearly in view.

Simplify your financial life with Edward Jones®️ Everyday Solutions Checking and Credit Cards, powered by U.S. Bank®️.

Learn more here: https://bit.ly/4pLCIhK

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

07/21/2026

If you’ve ever felt like you’re doing “fine,” but still a little uneasy about the future, you’re not alone.

A recent Wall Street Journal article shared findings from our research with Gallup showing that 51% of Americans are living in this “financial middle,” feeling steady for now, but aware how quickly things could shift.

What I find encouraging is that people who feel financially fulfilled are 4.3x more likely to have a financial advisor. Because having someone to help you think through decisions and build a plan can bring a lot more clarity and confidence.

Read the full article here: https://bit.ly/4fiA1zm

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