Edward Jones - Financial Advisor: Julia Jodoin

Call Directions Website

Edward Jones - Financial Advisor: Julia Jodoin I meet with clients personally to learn their needs and objectives, delivering individual attention It's important to me to understand what's important to you.

I have a passion for taking the time to understand the hopes and dreams of my clients. This is where we start each conversation. Once we understand your priorities, it's part of our established process to help you identify specific financial goals and then develop strategies to help you work toward achieving them. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we offer investment solutions tailored just for you. We will use a 5-step approach to get you to where you want to be and then most importantly make sure you stay on track. In addition to over a decade's experience in the financial world, I earned my undergraduate degree from Northwood University and a master's in finance from Harvard University. In addition, I worked to receive my AAMS™ designation and am a CFP® professional. While I worked very hard for these designations and qualifications, what cannot be quantified is the human element that is so important to partnering with you throughout your life to help you and your family make your goals a reality. Relationships are key, and I enjoy meeting face to face to build strong relationships with each of my clients. I also recognize the challenge in today's busy world of juggling professional and personal lives and how that often means there isn't much time left. That's why we also utilize Webinars, phone appointments, mobile and online access to connect when it's convenient for you. I would be honored to get to know you too. Call our office to set up a time to talk, 989-781-8903. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC. For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Trick or treat! Wishing everyone a safe and spooktacular Halloween.
10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

Happy Halloween! 🎃 Cheers from the market bull and market bear. May the bull always persevere. 🐂
10/30/2026

Happy Halloween! 🎃 Cheers from the market bull and market bear. May the bull always persevere. 🐂

10/28/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/3WAAhUK



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

Check your email!! Our favorite tradition has gone digital this year. It’s time to gift our clients their annual Thanksg...
10/27/2026

Check your email!! Our favorite tradition has gone digital this year. It’s time to gift our clients their annual Thanksgiving pie. Be sure to check your inbox instead of your mailbox. To reserve your pie, simply call or email our office. We can’t wait to show our thankfulness with your family this Thanksgiving season.

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/3Uj5nPV


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

We are so excited to be the Official Wealth Management Partner of the Big 12®. Edward Jones knows every win starts with ...
10/25/2026

We are so excited to be the Official Wealth Management Partner of the Big 12®. Edward Jones knows every win starts with a smart game plan. Our hometown team is here to help you build yours. We're proud to be invested in your traditions and helping you plan for what's next. Reach out to get started today.

We’re so excited……..something fun is coming………..
10/23/2026

We’re so excited……..something fun is coming………..

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some reti...
10/22/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

The EJ bull and bear are excited for Halloween again this year. Throwback to last year with this pic! Planning to be out...
10/20/2026

The EJ bull and bear are excited for Halloween again this year. Throwback to last year with this pic!
Planning to be out and about next Friday afternoon—the 30th. Where should these stock market mascots stop in this year?? Drop your ideas or tag places in the comments.

Address

7536 Gratiot Road, Ste 2
Saginaw, MI
48609

Opening Hours

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

Telephone

+19897818903

Alerts

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

Shortcuts

Share