Edward Jones - Financial Advisor: Jocelyn Cates

Edward Jones - Financial Advisor: Jocelyn Cates My mission: Empower women with an established process, personalized strategies, and a lifelong partnership to support achieve their financial goals.

Empowering our clients to reach their financial goals is my passion. Our focus is to help people become confident in the financial decisions they make. We do that by creating personalized financial strategies to meet their unique financial goals and prioritizing those goals, and we partner with our clients throughout their lifetimes to help them stay on track. We focus our practice in three primar

y areas:
1) People who are striving to retire early and looking for tax-sensitive solutions
2) Retirees who want to continue to build and pass on their wealth
3) Women in transition seeking a financial coach to help navigate new chapters in their lives such as a death of a loved one, divorce, disposition of property or more complex retirement transitions. I've always had an interest in financial services – when I was in college, I'd encourage classmates and co-workers to open Roth IRAs, get life insurance or set up 529 plans for kids. Being a first generation American along with being raised by a single mother in El Paso, Texas, shaped my curiosity in financial literacy and being able to change generational trajectories. On a personal note, I enjoy live music, anything historical and learning new things or exploring new places. I have two children who are my biggest accomplishments, a corgi son (Spencer Petty Paws) and a cat daughter (Colette Petty Paws). If you are looking for a financial advisor, I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. I appreciate you taking a moment to get to know me a little better and I look forward to the opportunity to get to know you. If you would like to schedule a complementary consultation, please call or email today to schedule a time that's convenient for you. I have earned the CERTIFIED FINANCIAL PLANNER® certification.

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.



https://bit.ly/4xsV8qH

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

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/4wwI81S

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4x1zKIO

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesi...
08/10/2026

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesitant, history suggests that all-time highs have often been followed by continued gains, with long-term returns comparable to, or even better than, investing on a typical trading day.*

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on the forces driving markets higher and the implications for investors in the latest Weekly Market Wrap.



https://bit.ly/4g8iFG3

*Past performance does not guarantee future results.

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, sugge...
08/03/2026

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



https://bit.ly/3TycCTG

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questi...
07/27/2026

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questions about whether the Federal Reserve may need to adjust its approach.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and how they could impact investors in the latest Weekly Market Wrap: https://bit.ly/4vNQbHv

After an AI-driven rally earlier this year, markets are taking a breather, with leadership rotating across sectors, and ...
07/20/2026

After an AI-driven rally earlier this year, markets are taking a breather, with leadership rotating across sectors, and investors anticipating second quarter earnings season. Head of Investment Strategy Mona Mahajan explains what this could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/3T5EFcR

Back to studying! 📚 I’m working toward my Certified Divorce Financial Analyst (CDFA®) designation to better help clients...
07/19/2026

Back to studying! 📚 I’m working toward my Certified Divorce Financial Analyst (CDFA®) designation to better help clients navigate the financial complexities of divorce. Lifelong learning is part of providing the best advice for current and future clients.

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