Edward Jones - Financial Advisor: Cody Sloan

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Edward Jones - Financial Advisor: Cody Sloan 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 13,000 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, Bri Dasaro 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 www.edwardjones.com/cody-sloan for more information.
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As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business...
10/29/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/4zgqaD9

Download the Financial Impact of Caregiving report: https://bit.ly/4sy1nIa



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

10/28/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/4zi4NkW

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medi...
10/27/2026

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medicare kicks in. Here are 10 health insurance options to consider as a retiree.

Tips for how to plan for health care costs before age 65.

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
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/4i38apG


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

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
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/3VWBpBV

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and G...
10/15/2026

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and Great Places to Work®.

Behind this recognition are colleagues whose contributions reach our firm and into the communities we serve. Their talent, ideas and dedication shape a workplace where people champion one another and take pride in what they accomplish together.
A culture that attracts talented people, inspires innovation, and helps us deliver on our commitment to serving clients with care and integrity.

Thank you to our colleagues for making this achievement possible. We're proud of their impact, the workplace they shape, and our place among the best in the industry

Disclosure: 2026 Fortune Best Workplaces in Financial Services & Insurance, published October 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4zAjcsu

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/4z80rgh

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/4hGyHce

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

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
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/4hQ4VQX

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersec...
10/08/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4hOgJDp

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