Edward Jones-Financial Advisor: Jesse Koorse

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Edward Jones-Financial Advisor: Jesse Koorse Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Tikeiya McNeill and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit https://www.edwardjones.com/us-en/financial-advisor/jesse-koorse for more information
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Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's i...
11/02/2026

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

Trick or treat! Wishing everyone a safe and spooktacular Halloween.
10/30/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

A race isn’t won by the driver alone. It takes a team to reach that checkered flag. The same is true for your financial ...
10/16/2026

A race isn’t won by the driver alone. It takes a team to reach that checkered flag. The same is true for your financial plan. As the Official Private Wealth Management Partner of the McLaren Racing, Edward Jones is invested in your drive. Contact my office today to plan for the road ahead.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=935872&utm_source=facebook&utm_medium=social_media&utm_content=3351019&c3nid=935872_facebook_3351019&c3ch=BranchSocialMedia&EID=MDAwMDAwMTgxNTgyNA%3D%3D.

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4hXZNu5

10/13/2026

Many of the conversations I'm having with clients right now start in the same way – with the news. Clients see market-driven headlines and ask: "How does this affect me and my life?"

In a recent Bloomberg interview, our Managing Partner Penny Pennington discusses how financial planning can help investors look beyond today's market noise and stay focused on their goals.

Watch the full conversation: https://bit.ly/4B3gixN

If the headlines have you wondering how all of this affects your financial strategy, let's talk.

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfoli...
10/08/2026

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfolio, owning quality investments and investing for the long term.

Tips for reaching your goals

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
09/25/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.

09/24/2026

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals.

Financial planning can be a great fit if you’re looking for strategies around retirement income, tax-efficient investing, or estate and wealth transfer considerations.

Learn more in the video or reach out and I’ll walk you through what to expect as a financial planning client: https://bit.ly/4rtJKbT

Running a business is about more than revenue. It’s about purpose, resilience, and investing in something you believe in...
09/23/2026

Running a business is about more than revenue. It’s about purpose, resilience, and investing in something you believe in.

When your everyday business spending and long-term goals are viewed together, you get clearer perspective on what growth really looks like.

Simplify your financial life with the Everyday Solutions Business Card.

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

As retirement approaches, you may be reviewing your estate plan and asset titling. If you have assets owned as Joint Ten...
09/17/2026

As retirement approaches, you may be reviewing your estate plan and asset titling. If you have assets owned as Joint Tenants with Right of Survivorship, you may not be aware of the risks. Connect with me to discuss if this is the best strategy for your current situation and your beneficiaries when you’re gone.

Joint titling financial accounts can introduce risks. Discover the benefits and trade-offs of joint ownership and how it impacts your estate planning.

Address

90 Glenda Trace Suite J
Newnan, GA
30265

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17707559110

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