Edward Jones - Financial Advisor: Brian Lewis

Edward Jones - Financial Advisor: Brian Lewis Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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I've completed the education to obtain the Chartered Special Needs Consultant®️ or ChSNC®️ certification.Highlights incl...
08/17/2026

I've completed the education to obtain the Chartered Special Needs Consultant®️ or ChSNC®️ certification.

Highlights include:
• Disability and lifetime planning
• Financial issues for special needs families
• Financial strategies for families caring for those with special needs

Chartered Special Needs Consultant®️ and ChSNC®️ are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

Our financial advisors hold industry-leading credentials.www.edwardjones.com/us-en

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.

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 1...
04/13/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready...
11/17/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

Given the growth in the stock market throughout 2025, you may receive larger capital gain distributions from your mutual...
11/10/2025

Given the growth in the stock market throughout 2025, you may receive larger capital gain distributions from your mutual funds. Learn what this means for you, and how it might impact your tax return.

On May 12, the House Ways and Means Committee released the initial draft of the reconciliation bill. We break down what'...
05/15/2025

On May 12, the House Ways and Means Committee released the initial draft of the reconciliation bill. We break down what's entailed and timeframe considerations.

Read our take on what the initial draft of the House Ways and Means Committee reconciliation bill means for investors.

Three recent developments — the election, a Fed rate cut, and year 2 of a strong stock market — pose implications for th...
11/04/2024

Three recent developments — the election, a Fed rate cut, and year 2 of a strong stock market — pose implications for the investment outlook and prompt investors to ask: What comes next?

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications ...
09/30/2024

What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications on the broader economy, stock markets and bond markets.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances....
09/05/2024

With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances. But before you do, let’s explore three key trends on what history tells us about elections and stock markets.

While the presidential election is in November, it's important to explore key historical stock market trends for perspective.www.edwardjones.com/us-en

For always giving us the love, care and support we needed to grow into the people we are today, thank you. Happy Mother’...
04/28/2024

For always giving us the love, care and support we needed to grow into the people we are today, thank you. Happy Mother’s Day!

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Waukesha, WI
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