Edward Jones - Financial Advisor: Jolyn Bauer, CFP

Edward Jones - Financial Advisor: Jolyn Bauer, CFP ​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC. My focus now is much the same.

You should always treat others the way you want to be treated, and be upfront and honest. This is how I built my Edward Jones business and what I expect from myself, my clients and my team. Growing up in a home with two parents that worked full time and earned a modest income, I saw how stressful finances could be and how important having goals are. When I started working in finance over 20 years

ago, my focus was helping clients reduce the stress surrounding money issues. I work with a select group of families so I can know each of them on a deeper level. This allows me to understand their goals and what is most important to them. Together, we establish a unique financial strategy to help accomplish their goals. In 2024 I earned my CFP® which allows my to help clients plan on a deeper level.

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3StXXrK

Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns ...
06/08/2026

Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns with your financial goals? Learn about the types of certificates of deposits, the benefits and risks, and which one may be right for you.

Learn how to use Certificates of Deposit (CDs) as a low risk investment in reaching your financial goals. From Edward Jones and EVERFI

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long...
06/03/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4ucwDLY

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or ...
06/01/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very v...
05/28/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/4e8Y3gR

Happy, happy birthday toooo youuuuu! You are such a fantastic friend, mother, wife, sister, and GiGi! We love you Jan ...
05/26/2026

Happy, happy birthday toooo youuuuu! You are such a fantastic friend, mother, wife, sister, and GiGi! We love you Jan to forever, and hope today is especially fun and relaxing for you. Happiest of Birthdays! Jolyn & Lisa

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/43rSPH0

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

Address

5100 N Brookline Avenue Suite 615
Oklahoma City, OK
73112

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+14059439991

Website

Alerts

Be the first to know and let us send you an email when Edward Jones - Financial Advisor: Jolyn Bauer, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Featured

Share

Category