Edward Jones - Financial Advisor: Jonathan Lising

Edward Jones - Financial Advisor: Jonathan Lising /*********/
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With over two decades of service as a financial advisor, my passion and focus is on helping guide high net worth small business owners, through complex financial decisions and exiting on their own terms.

Learn more https://bit.ly/4clYJ1p Your business may be one of your greatest assets. I can help you explore strategies fo...
09/01/2026

Learn more https://bit.ly/4clYJ1p Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



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https://bit.ly/4chUxzA Leaving a business you’ve built is a major financial and personal decision. I can help you plan f...
08/30/2026

https://bit.ly/4chUxzA 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.

Learn more https://bit.ly/4cKd8ED A successful business exit often starts well before a sale or transition. I can help y...
08/25/2026

Learn more https://bit.ly/4cKd8ED 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.

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



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https://bit.ly/3UbiHWl Your business represents years of hard work and dedication. I can help you think through successi...
08/23/2026

https://bit.ly/3UbiHWl Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals.

In the months following the Eaton Fire, Edward Jones has partnered with the Arbor Day Foundation to support recovery eff...
08/21/2026

In the months following the Eaton Fire, Edward Jones has partnered with the Arbor Day Foundation to support recovery efforts, including funding emergency water deliveries and professional tree assessments that helped save thousands of mature trees.

This October, we're inviting our community to join us for the next phase of that work. Join us on Friday, October 9 at Peck Road Water Conservation Park as we plant native trees to help restore environmental benefits lost to the fire while building a healthier, more resilient watershed for future generations.

If you're interested in attending, please reach out to me to reserve your spot. Together, we can continue investing in the recovery and future of our communities.

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

Learn more https://bit.ly/467AP65 Selling or transitioning a business can take years of planning. I can help you explore...
08/18/2026

Learn more https://bit.ly/467AP65 Selling or transitioning a business can take years of planning. I can help you explore strategies to prepare for a successful transition and the next chapter.

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path bac...
08/17/2026

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/4x0jqYV

https://bit.ly/4gc2qaW I simplify complex financial needs for Greater Seattle business owners like you.
08/16/2026

https://bit.ly/4gc2qaW I simplify complex financial needs for Greater Seattle business owners like you.

Address

Pasadena, CA

Opening Hours

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

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+17142564529

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