Edward Jones - Associate: Jess Koppe

Edward Jones - Associate: Jess Koppe I was born and raised in Steamboat Springs, Colorado and am proud to have the opportunity to help those in my hometown reach their financial goals.

My bond with my hometown community is important to me. At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to. I have helped deliver on this Edward Jones promise since 2011. I believe being a successful partner in this business means having a deep understanding o

f your situation and your goals and partnering with you throughout your life to help you remain on track. When I'm not in the office you'll likely find my husband Bryan, my son Terrell and I out on Stagecoach Lake wakesurfing. I also enjoy playing pickleball, yoga, working out at the gym and spending time with our two English Bulldogs, Roscoe and Capone at the dog park. I am passionate about supporting community organizations around town. One of my favorite non-profit organizations is Boys and Girls Club in Steamboat Springs. They have had a huge impact on my family's life and I love to support their cause. I also support the Denise Pearson Athletic Scholarship fund at the high school which helps to support the cost of athletics for students who may not be able to financially afford to play otherwise. I love that our town has endless opportunities to give back and enjoy being able to serve in any way I can. If you are looking for a plan, whether it is preparing for or living in retirement, planning for your children's education, looking for ways to protect your goals, looking for tax efficient investing or if you are looking for all of these things please call to make an appointment today.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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.

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/4hBIwIK

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.

How many months could you sustain your lifestyle without income?Let’s calculate your financial runway and ensure your li...
10/20/2025

How many months could you sustain your lifestyle without income?

Let’s calculate your financial runway and ensure your liquidity matches your ambitions.

As income grows, so do expenses — often quietly.October is a great time to audit subscriptions, spending habits, and rec...
10/17/2025

As income grows, so do expenses — often quietly.

October is a great time to audit subscriptions, spending habits, and recurring costs.

Wealth isn’t just built — it’s protected.

Even with $250K+ in assets, liquidity matters.Track your burn rate, identify idle cash, and ensure your short-term reser...
10/15/2025

Even with $250K+ in assets, liquidity matters.

Track your burn rate, identify idle cash, and ensure your short-term reserves are working for you.

Even in a strong market, strategic selling can reduce your tax bill.Swap similar assets, lock in gains, and reposition f...
10/13/2025

Even in a strong market, strategic selling can reduce your tax bill.

Swap similar assets, lock in gains, and reposition for growth — all while trimming your liability.

Don’t be in the dark when it comes to your finances. With Online Access, you can access and track your accounts with eas...
10/12/2025

Don’t be in the dark when it comes to your finances. With Online Access, you can access and track your accounts with ease — so you can get a more complete picture of your financial well-being.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

Waiting until year-end to make tax moves? You could be leaving strategy on the table.Now might be the time to:📉 Harvest ...
10/10/2025

Waiting until year-end to make tax moves? You could be leaving strategy on the table.

Now might be the time to:

📉 Harvest losses

📈 Rebalance portfolios

🎁 Consider charitable giving

Smart planning starts early.

This month, audit your credit report.🔍 Look for errors🔍 Identify underutilized accounts🔍 Plan for strategic moves before...
10/08/2025

This month, audit your credit report.

🔍 Look for errors

🔍 Identify underutilized accounts

🔍 Plan for strategic moves before year-end

A proactive review now can unlock better terms in Q4.

Address

Steamboat Springs, CO
80477

Opening Hours

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

Website

Alerts

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

Contact The Business

Send a message to Edward Jones - Associate: Jess Koppe:

Shortcuts

Share

Category