Edward Jones - Financial Advisor : Claude D. Ussery Jr

Edward Jones - Financial Advisor : Claude D. Ussery Jr At Edward Jones, I help individuals and families navigate their financial lives with clarity and confidence. Member SIPC

I believe in building long-term relationships rooted in trust, listening first, and creating personalized strategies aligned with what matters most to you. I live in Wesley Chapel, FL, with my wife, Erica, our three daughters, and our goldendoodle, Jaxson. As a proud girl dad, I spend much of my time coaching youth basketball and tennis and leading our local All Pro Dad’s chapter—experiences that

shape my commitment to guidance, preparation, and strong relationships. My goal is simple: to help you feel confident about your financial future and prepared for life’s most important moments. If you’re ready to take the next step, I’d welcome the opportunity to connect. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

Easily monitor your progress as your goals change and stay on track with Online Access.
09/08/2026

Easily monitor your progress as your goals change and stay on track with Online Access.

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As retirement approaches, you may be reviewing your estate plan and asset titling. If you have assets owned as Joint Ten...
09/07/2026

As retirement approaches, you may be reviewing your estate plan and asset titling. If you have assets owned as Joint Tenants with Right of Survivorship, you may not be aware of the risks. Connect with me to discuss if this is the best strategy for your current situation and your beneficiaries when you’re gone.

Joint titling financial accounts can introduce risks. Discover the benefits and trade-offs of joint ownership and how it impacts your estate planning.www.edwardjones.com/us-en

Clients often ask me about the latest IPO. It’s a great opportunity to talk through pricing dynamics, early volatility a...
09/06/2026

Clients often ask me about the latest IPO. It’s a great opportunity to talk through pricing dynamics, early volatility and why fundamentals matter more than first-day buzz. I can help you stay focused on long-term strategy — not short-term hype.

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

Market volatility doesn’t just impact investments — it can shape careers and income too.As job competition increases, bu...
09/05/2026

Market volatility doesn’t just impact investments — it can shape careers and income too.

As job competition increases, building in-demand skills like analytical thinking, adaptability and communication can play a key role in supporting long-term earning potential. Stronger income can mean more opportunities to save, invest and stay on track toward your goals.

If you’re thinking about your financial future, your career strategy matters more than ever.

Discover five essential skills, from AI literacy to emotional intelligence, that can help you stand out in today's job market and boost your earning power.www.edwardjones.com/us-en

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income,...
09/04/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.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.

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one ...
06/10/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

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

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Think...
06/09/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

We believe in taking a team approach. This often gives us the opportunity to collaborate with tax, legal or other profes...
06/04/2026

We believe in taking a team approach. This often gives us the opportunity to collaborate with tax, legal or other professionals working with our clients so we can better help them reach their goals. Find out more about how we can work together.

https://bit.ly/3Sks2tM

Financial fulfillment begins with understanding your full picture. When your everyday money and long‑term goals are view...
06/03/2026

Financial fulfillment begins with understanding your full picture. When your everyday money and long‑term goals are viewed side by side, it can bring greater clarity. That perspective can make it easier to decide what comes next — on your own terms.

All your finances viewed in one place with Edward Jones®️ Everyday Solutions Checking and Credit Cards powered by U.S. Bank®️.

Learn more: https://bit.ly/4uO4zQ6

Address

2653 Bruce B Downs Boulevard
Wesley Chapel, FL
33544

Opening Hours

Monday 9am - 5am
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18134353065

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