Edward Jones- Financial Advisor: Aleia Coate

Edward Jones- Financial Advisor: Aleia Coate Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC. Community involvement is very important to me.

At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service. I joined Edward Jones as a financial advisor in 2018. Prior to joining the firm, I spent 25 years in the banking industry helping individuals and small business owners with their financial

s needs. I am an active member and past president of the Rotary Club of Sebastopol. I have also served as a past president for the Sebastopol Chamber of Commerce, TLC Child and Family Services and the Active 20/30 Club of the Redwood Empire. In 2012, I was honored to receive the Sebastopol Citizen of the Year award and the Spirit of Sonoma County award. My husband, Matt, and I are lifelong Sonoma County residents. I was raised in Sebastopol and feel fortunate to be able to work and provide services to the community I love so much. Matt and I currently reside in Santa Rosa with our two dogs, Bruschi and Jules. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their businesses and their lives. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options. www.edwardjones.com/Aleia-Coate for more information.
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Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
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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.



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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.

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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/45R2Tul

*Past performance does not guarantee future results.

We’re honored to be recognized as Fortune’s World's Most Admired Companies.  This recognition reflects what matters to u...
08/10/2026

We’re honored to be recognized as Fortune’s World's Most Admired Companies.

This recognition reflects what matters to us most. The relationships we build, the trust our clients place in us, and the people who make this work meaningful. It speaks to a long-term way of working that’s grounded in the everyday and shaped by how we serve the people and communities we work with.

We’re proud of the work we do and even more proud of the people behind it.

Disclosure: 2026 Fortune World's Most Admired Companies list published January 2026, in partnership with Korn Ferry, data as of November 2025. Compensation provided for using, not obtaining, the rating.

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Developing healthy financial habits can create real momentum toward your long-term goals. Small consistent steps today c...
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Financial strategies for business owners aren't one-size-fits-all. From tax considerations to succession planning, I focus on what matters most to you.

Let's build a strategy that works for your business and your life.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

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



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