Edward Jones - Financial Advisor: Brad Heyer

Edward Jones - Financial Advisor: Brad Heyer Our Edward Jones branch team feels that it is important to understand our client's goals and concerns. One of those towns where you know and wave to everyone.

Especially in volatile market environments, clients should feel that they are understood and feel comfortable with their investments. I am originally from a small town of 500 people in northern Iowa. I moved into the first branch office in Waukee in 2013 after a career in information technology. Kari, my branch office administrator, really does a great job greeting people as they enter the branch.

She is a great resource to clients who need help understanding their online access, statements and how we can help consolidate assets. Please let us know if we can help you with any of your investment and retirement planning decisions. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.
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This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

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,...
08/15/2026

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/4xJ8izC

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

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.

Our latest Weekly Market Wrap digs into signs of a shift in the U.S. economy and how the markets are adjusting.
03/10/2025

Our latest Weekly Market Wrap digs into signs of a shift in the U.S. economy and how the markets are adjusting.

A summary of last week's market highlights and economic news.

To assess what's next for the markets, we examine the key catalysts behind the recent pullback and the factors that cont...
03/03/2025

To assess what's next for the markets, we examine the key catalysts behind the recent pullback and the factors that continue to support the economy and markets.

A summary of last week's market highlights and economic news.

We highlight three 2025 market trends we're watching carefully as the year unfolds. Overall, in our view, the trends und...
02/24/2025

We highlight three 2025 market trends we're watching carefully as the year unfolds. Overall, in our view, the trends underscore the importance of portfolio diversification across sectors, regions and asset classes.

A summary of last week's market highlights and economic news.

Two months into 2025, markets are navigating conflicting forces where headlines, sentiment and actual developments don't...
02/18/2025

Two months into 2025, markets are navigating conflicting forces where headlines, sentiment and actual developments don't always align.

We offer our perspective on the key crosscurrents shaping the investment landscape and highlight how market trends in some cases run counter to headlines.

A summary of last week's market highlights and economic news.

From a portfolio perspective, we see diversification in the year ahead as a critical way to stay focused on your goals d...
02/10/2025

From a portfolio perspective, we see diversification in the year ahead as a critical way to stay focused on your goals despite political uncertainty and potential bouts of volatility.

A summary of last week's market highlights and economic news.

The U.S. economy remains on solid footing, the earnings season is off to a solid start, and the Fed is holding rates ste...
02/03/2025

The U.S. economy remains on solid footing, the earnings season is off to a solid start, and the Fed is holding rates steady. We share considerations for investors in the year ahead.

A summary of last week's market highlights and economic news.

Address

270 W Hickman Road
Waukee, IA
50263

Opening Hours

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

Telephone

+15159870412

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