Edward Jones - Financial Advisor Joe Serzan

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.

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/4gcuOcR

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.

01/02/2024

12/01/2022

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

09/15/2022

Inflation figures for the month of August were hotter than expected, coming in at 8.3% year-over-year, versus expectations of 8.1%. While inflationary figures will likely moderate in the months ahead, we would expect a more sustainable recovery in markets only when inflation has established a clear and consistent trend lower – perhaps three or more reports in the right direction. Let me know if I can help answer your questions, and what this could mean for your financial strategy.

09/02/2022

Looking to be more strategic with your savings accounts? Take a look at your options, and then let’s talk about what’s best for you.

Check out your account options