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Edward Jones- Financial Advisor: Jeff Albert, CEPA, CRPS

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Edward Jones- Financial Advisor: Jeff Albert, CEPA, CRPS

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Welcome! I plan to use this page as well as LinkedIn to provide my office, company, and industry updates. Current branch is in RSM. lrvine location to follow.

In office and virtual appointments available. Thanks!

11/02/2026

I help simplify complex financial needs for business owners in our community like you. Your success is my priority — let’s find time to connect.

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/4yEbpc5

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

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4zIzC1W

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4yiWDrb

10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4AJP7YF

09/30/2026

Preserving wealth takes intentional planning. Strategies such as thoughtful, long-term, tax-sensitive investment planning can help you transfer assets efficiently while preparing future generations for stewardship.

At Edward Jones, we partner with you and your tax and legal professionals to bring clarity, continuity and purpose to multigenerational planning.

09/29/2026

As a financial advisor, I’ve seen how health challenges can affect not only individuals, but entire families.

That's why I’m proud to recognize the work of the Alzheimer’s Association and the impact our communities can make when we come together. Through Edward Jones' strategic alliance with the organization and our sponsorship of the Walk to End Alzheimer’s®, we've helped raise more than $63 million to support critical research, education and support programs.

Our moment is now to continue driving progress and help create a future free from Alzheimer’s.

Join my team: https://bit.ly/4xSqXIZ

In 2016, Edward Jones stepped up as a strategic partner of the Alzh...

09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4xKKevL

09/23/2026

Major life moments, such as an inheritance or divorce, often arrive with both financial complexity and emotional weight. At Edward Jones, we provide technical expertise and behavioral insights to help you slow down, gain perspective and make confident, well-informed decisions — even when emotions run high.

09/21/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4hkv0Y6

Address

22342 Avenida Empresa, Suite 240
Rancho Santa Margarita, CA
92688

Opening Hours

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

Telephone

+19498581006

Website

https://www.edwardjones.com/jeff-albert

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