Edward Jones - Financial Advisor: Jonathan E. Shoffner

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.

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.

08/15/2026

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/3TXOOc4

03/11/2025

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

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

01/13/2025

Individuals subject to the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) should see their Social Security benefits increase in 2025 by the amount previously reduced.

U.S. Senate passed the Social Security Fairness Act, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

12/03/2024

In November, I was excited to talk with students at Park Crossing High School about financial education and careers. They join over 8,291 students in Alabama who have participated in the Edward Jones Financial Fitness program to strengthen their financial knowledge. To learn about how we’re helping students, clients and investors, visit: https://bit.ly/3BhbJ3J

11/15/2024

The markets have seen their share of ups and downs in 2024. This year-end checklist highlights actions you can take to help keep your financial strategy on track as you head into the new year.

These actions for 2024 may help you keep your financial strategy on track.www.edwardjones.com/us-en

11/14/2024

If you're looking for holiday gift ideas beyond the traditional fare, funding a child's education with a 529 savings account is a gift worth giving — and one that can have lasting benefits.

Gifting 529 education savings contributions during the holiday season is one holiday gift with lasting benefits.www.edwardjones.com/us-en

08/06/2024

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

06/20/2024

Recently, I was one of several Edward Jones Financial Advisors to visit Montgomery City Hall and meet with Mayor Steven Reed. During our visit we shared our firm's purpose and intention to partner with the city to make a positive impact. We also discussed Edward Jones' commitment to financial literacy including the Edward Jones Financial Fitness program. We hope to continue to grow our relationship with the city as we work to provide critical financial education for all that call the community of Montgomery home.