Edward Jones-Financial Advisor: Jeremy D. McLean

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Edward Jones-Financial Advisor: Jeremy D. McLean Certified Exit Planning Advisor® (CEPA®) and Chartered Retirement Planning Counselor™ (CRPC™) professional

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Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
11/01/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/30/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/30/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/47Us5RM

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and c...
10/28/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's i...
10/28/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4sn09iJ


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

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
10/25/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/23/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

Those who serve our country often face unique financial considerations. As a financial advisor with the Certified Milita...
10/22/2026

Those who serve our country often face unique financial considerations. As a financial advisor with the Certified Military Financial Advisor®, CMFA, designation, I've completed additional training designed to increase my understanding of financial topics affecting members of the military community.

If you serve, have served or support a loved one in the military, let's connect to discuss your goals.

The Certified Military Financial Advisor® program is not affiliated or endorsed by the U.S. Department of Defense, or any other federal or state government program.

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
10/21/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

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1508 Carl Adams Drive
Murfreesboro, TN
37129

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