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Monday 9am - 4:30pm Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 4:30pm

Edward Jones Financial Advisor: David W Jones, CFP

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Tampa, FL
Edward Jones Financial Advisor: David W Jones, CFP

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My dedicated team helps create and maintain the financial strategies for a group of families. Their diverse and often complex needs always keep us on our toes.

Along with them, I focus on retirement strategies, as well as investment solutions and estate considerations that are tailored to a family's tolerance for risk. For the past 34 years, I have acted as a trusted advisor to the families I serve, by systematic measurement of their financial goals and results. We work with a number of different families with a wide array of goals. We also work with business owners and professionals with whom we tremendously enjoy. We love to team with other professionals that advise our clients in areas beyond finance such as tax, real estate, and legal needs. Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Member SIPC.
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11/02/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/3WkaSPc

Download the Financial Impact of Caregiving report: https://bit.ly/4zZenc8

Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

10/30/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/29/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

10/27/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/48kTkVG

10/26/2026

The recent hurricane is a tragic reminder of just how exposed we are to natural disasters. If you’ve been affected by this hurricane or other storms, we have steps to consider to help you begin the recovery process. Please don't hesitate to reach out for support. We’re here for you.

If you’ve been impacted by a natural disaster, consider these steps to help begin the recovery process.

10/24/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

10/24/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

10/23/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

10/22/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

10/21/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/4ibR7R5

Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

Address

3100 S Dale Mabry Highway
Tampa, FL
33629

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4:30pm

Telephone

+18138376967

Website

http://www.edwardjones.com/david-w-jones

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