Edward Jones-Financial Advisor: Katie Bartmann

Edward Jones-Financial Advisor: Katie Bartmann Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you rea

ch them. My Branch office administrators, Linda White, Jenna Eidem and Katherine Alexander, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office for more information.

*2023 Forbes Top Next-Gen Wealth Advisors Best-In-State for OK, published August 2023, research by SHOOK Research LLC, data as of March 2023. Compensation provided for using, not obtaining, the rating.
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After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4uT7KpP

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3Sc73cy

Don't just go off instinct when thinking about saving for college. Take our short lesson to discover options like 529 pl...
05/27/2026

Don't just go off instinct when thinking about saving for college. Take our short lesson to discover options like 529 plans and make a more informed decision

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4u1LhFM

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

05/25/2026

Today, our team pauses to reflect, remember, and honor. We are grateful for the heroes who gave everything for our nation. Thank you for your courage and legacy, it will never be forgotten.

It's 529 Month, let’s invest in knowledge! Get started with our lesson to understand the power of 529 plans and strategi...
05/19/2026

It's 529 Month, let’s invest in knowledge! Get started with our lesson to understand the power of 529 plans and strategies to help pave the way for your loved ones' educational success.

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4uW28e7

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans,...
05/14/2026

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans, including paying for elementary and secondary school tuition and paying off student loans. Here's what you can do with a 529 plan.

Saving money for college

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212 W. Main Street
Weatherford, OK
73096

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
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