Edward Jones- Jonathan Pittman

Edward Jones- Jonathan Pittman Financial Advisor- Edward Jones
Focusing on what is most important to you! I grew up in Lakeland, FL. My focus is on you.

I believe it's important for me to understand the goals you're working toward before you invest your money. It's also important to understand the level of investment risk you're comfortable with, so we can build a customized investment strategy that works for you. Whether you're planning for retirement, saving for college or private school tuition, or building a financial future for the ones you c

are for the most, we can work together to develop specific strategies to help you achieve your goals. This process involves us creating a partnership to help monitor your success overtime. I had a parent that worked in the industry and have memories of the experience that offered. Watching the positive impact that a financial advisor could have on everyday families was fascinating to me. My interests varied over the years which resulted in graduating with a degree in Political Science, but in the end, I still made my way back to Edward Jones. Since starting with Edward Jones, I have continued my education with a Masters in Business Management. Prior to becoming a Financial Advisor in 2022, I worked for Edward Jones in an administrative position. This period of time was a great opportunity for learning about the industry, my firm, and the value I can add to each and every client's financial plan. In my free time, I enjoy performing and attending musical events, volunteering in local events, book club, Disney, and interacting with my community. I would like to help you discover your goals, develop a strategy to meet those goals, and celebrate your successes. Please contact me to start building your financial future. Member SIPC.
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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,...
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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/4qgF20y

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
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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.

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Did you know your retirement strategy could be at risk regardless of your life stage? In fact, many of the risks you face earlier in life don’t go away — they change or new ones surface.www.edwardjones.com/us-en

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Join us in celebrating the dads, father figures and mentors who inspire us each and every day. Thank you for your wisdom, strength and steadfast love.

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Not only can your HSA help enhance your health care savings, but it can function as a powerful tool for your retirement strategy. Here are five common myths about this unique account.

https://bit.ly/3RYOA39

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If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to handle unexpected costs, and where to find support, so you can start regaining your footing with confidence.

When disaster strikes: 4 steps to take when your home takes a hitwww.edwardjones.com/us-en

Stay up to date with the latest developments, trends and daily insights on the market.
05/28/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

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1953 State Road 60 East
Valrico, FL
33594

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+18136547885

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