Edward Jones - Financial Advisor: Joseph Bonadeo

Edward Jones - Financial Advisor: Joseph Bonadeo Hello, and thank you for the opportunity of getting to know me. I enjoy being an active member of the Sons and Daughters of Italy in America.

As a financial advisor for over 28 years, I have had the privilege of partnering with clients as far away as Hawaii and as near as my office in Succasunna (Roxbury) in Morris County, New Jersey. It has been my professional goal to uniquely design each of my clients' portfolios throughout my career. My clients seek preparation for their retirement, are recently retired or have had a 401(k) in the p

ast. Major life events such as an inheritance, divorce, death of a loved one or long-term care protection are areas that I help my investors navigate as their financial advisor. The privilege of helping empower my clients to have a happy retirement, spend time with family and live out personal passions in their lives is what I enjoy most about being a financial advisor. This is accomplished by helping my clients take control of their finances, making informed decisions and attaining the goals they have set. Investing is not about the money in your wallet or your wealth; it's about working toward security for your family while living comfortably in retirement. I am a graduate of Montclair State University, earning a bachelor's degree in economics, have completed the American College of Financial Services Financial Planning Certificate curriculum, and am licensed in life, accident, health insurance and securities. I am also a member of the Knights of Columbus and the Italian Cooperative of Fairview. Some of my recreational interests are golf, track and field and cross country. I have also completed a 26-mile marathon. We can conveniently meet via phone, virtual web conferencing or in the office for a complimentary financial review. Thank you and I look forward to meeting you. Connect with me on LinkedIn and Facebook. Member SIPC.
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Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are usi...
06/24/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This ...
06/22/2026

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This "higher-for-longer" interest rate environment may present compelling opportunities in short-term fixed income, while equities can continue to be supported by strong and broadening earnings growth. Brian Therien, Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4oKJOTd

If you’re a SpaceX employee, you may be facing a significant growth opportunity. We can help you make the decisions that...
06/22/2026

If you’re a SpaceX employee, you may be facing a significant growth opportunity. We can help you make the decisions that can help define your future. Tell us what’s important to you, and we can model several scenarios to help you fund what you want to achieve. Reach out for an appointment.

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. Wh...
06/17/2026

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. When your finances reflect what matters most to you, everything feels a little more in sync.

That’s why confidence is just as important as the numbers. If you’ve been wanting more clarity, let’s talk.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward bro...
06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/3S6A0a4

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
06/09/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/43nUjlB

June is a meaningful reminder that planning isn’t just about finances. It’s about protecting the life and independence t...
06/04/2026

June is a meaningful reminder that planning isn’t just about finances. It’s about protecting the life and independence those finances support.

This Alzheimer’s & Brain Awareness Month, I’m encouraging clients to think about brain health as part of their overall long-term plan. Whether it’s building flexibility into your financial strategy, discussing long-term care considerations or simply prioritizing wellness, these conversations matter.

If this is something you’ve been meaning to revisit, I’m here to help you think it through.

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/03/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4efbHz4

Address

109 Main Street Suite 5
Succasunna, NJ
07876

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19739275334

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