Edward Jones Financial Advisor: Jena Sullivan

Edward Jones Financial Advisor: Jena Sullivan /*********/
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Your business is more than a source of income. It's likely one of your most significant financial assets.As a financial ...
09/09/2026

Your business is more than a source of income. It's likely one of your most significant financial assets.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I work with business owners to bring clarity and intention to one of the most complex decisions they'll face: what happens next.

From exit planning to succession strategy to long-term transition planning, I can help design a comprehensive financial strategy that’s right for you.

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4r0QOMM

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our ...
09/07/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

Your financial strategy should reflect what matters most to you. By understanding your financial goals alongside your pe...
09/04/2026

Your financial strategy should reflect what matters most to you. By understanding your financial goals alongside your personal values, I can help design a financial strategy that reflects what’s important to you. Let’s explore what that could look like for you and the causes you care about.

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order i...
09/02/2026

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order is worth it.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4xa9b3G

You're Invited to the Next Meeting of Our Coffee Club.Discussing current events, the economy and investing - in a relaxe...
08/26/2026

You're Invited to the Next Meeting of Our Coffee Club.

Discussing current events, the economy and investing - in a relaxed, informal setting - is a great way to get to know one another.

Details in the comments!

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4hSvI0J

Faith-based investing enables you to incorporate your religious beliefs into your investment decisions. No matter your r...
08/21/2026

Faith-based investing enables you to incorporate your religious beliefs into your investment decisions. No matter your religious beliefs or affiliations, there are options available to help you achieve your financial and nonfinancial goals.

No matter your religious beliefs or affiliations, there are options available to help you achieve your financial and nonfinancial goals.www.edwardjones.com/us-en

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8483 SE 165th Mulberry Lane, Suite 100
The Villages, FL
32162

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

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