Edward Jones Financial Advisor: Chase Thompson

Edward Jones Financial Advisor: Chase Thompson Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the pr...
06/02/2026

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children...
05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

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

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to hel...
05/27/2026

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to help prepare for future education costs — and the right choice depends on your goals.

Learn how different savings approaches can work together: https://bit.ly/49tTdIC

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long...
05/22/2026

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...

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
05/18/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

Collaboration can be key! We believe in creating a comprehensive team approach for our clients by working with their leg...
05/13/2026

Collaboration can be key! We believe in creating a comprehensive team approach for our clients by working with their legal and tax professionals. Contact us today to find out how our estate and trust services can help you provide a higher level of client service.
https://bit.ly/4doHpIQ

Today, we celebrate the incredible women who inspire us throughout our lives. Whether you’re a mom, a grandmother or a m...
05/10/2026

Today, we celebrate the incredible women who inspire us throughout our lives. Whether you’re a mom, a grandmother or a mother figure, thank you for your comfort, guidance and unwavering love.

Did you know that May 2 is National Life Insurance Day? That’s because it’s the anniversary of when it first became avai...
05/02/2026

Did you know that May 2 is National Life Insurance Day? That’s because it’s the anniversary of when it first became available in the United States.

Learn more with our life insurance guide: https://bit.ly/4dkjdbv

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headl...
04/29/2026

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headlines to explain recent volatility, economic conditions and opportunities that may matter for long-term investors.

As always, I’m here to discuss how this outlook connects with your personal goals.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

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Plainview, TX
79072

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