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

Your business is more than a source of income, it’s part of your legacy.Whether that means passing it on, selling it, or...
09/05/2025

Your business is more than a source of income, it’s part of your legacy.

Whether that means passing it on, selling it, or using its success to fund causes you care about, the planning starts now.

A well-designed plan can ensure your business continues to make an impact long after you step away.

Integrating Business & Personal Wealth Plans Too often, business owners treat their business and personal finances as se...
09/03/2025

Integrating Business & Personal Wealth Plans

Too often, business owners treat their business and personal finances as separate.

The truth? They’re two halves of the same picture.

When both plans work together, you can:
• Protect wealth during downturns
• Maximize income during growth
• Align your business exit with personal goals

Mid-year is the perfect time to bring them into sync

Contingency Planning for Business Owners What would happen if a sudden market change or disruption hit your industry?Con...
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Contingency Planning for Business Owners

What would happen if a sudden market change or disruption hit your industry?

Contingency planning isn’t pessimistic — it’s proactive.

Consider:
• Alternative revenue streams
• Cash reserve targets
• Operational flexibility

The best time to prepare for change is before you need to.

Why August Is a Smart Time to Update Your Exit Plan? If you wait until you want to sell your business to plan your exit,...
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Why August Is a Smart Time to Update Your Exit Plan?

If you wait until you want to sell your business to plan your exit, you’re already late.

August offers a mid-year checkpoint:

• Is your business valuation current?
• Are your financials “buyer ready”?
• Is your personal wealth plan aligned with a future sale?

The earlier you plan, the more options you have.

Before Market Volatility Hits... History shows that September and October can be choppier months for markets.For busines...
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Before Market Volatility Hits...

History shows that September and October can be choppier months for markets.

For business owners, this can impact:
• Investment portfolios
• Business valuations
• Access to credit

Now’s the time to review diversification...both inside and outside your business, so you’re prepared, not reactive.

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