Edward Jones - Financial Advisor: Jonathan Chow

Edward Jones - Financial Advisor: Jonathan Chow Striving to understand what is important to you, in order to effectively help you reach your financial goals. We hope to expand our family in the future.

"Connect, Serve and Inspire"

My mission is to build genuine connections within our community — meeting people where they are in life and walking alongside them on their financial journey. I am committed to providing the knowledge, resources and guidance to help individuals pursue their goals and move toward financial freedom. My hope is that, in achieving this, our clients are inspired to invest

more deeply in their families and communities. Although not originally from Charlotte, I consider myself a true Charlottean after living here since 1996. I earned my bachelor’s degree in criminal justice and psychology from the University of North Carolina at Charlotte. After graduation, I was honored to serve as a police officer with the Charlotte-Mecklenburg Police Department, first as a patrol officer and later in investigations. After 10 years of service, my heart led me to pursue a new way of protecting and serving others — this time through helping families safeguard and grow their financial well-being with Edward Jones. My wife, Morgan, and I are blessed with two sons, Lex (3) and Cal (8 months), who keep us on our toes every single day. Together, we enjoy traveling, spending time outdoors and serving in our community. At the core of who we are is a desire to love and serve others well — both individually and as a family. As a financial advisor with Edward Jones, I look forward to partnering with you and your family to pursue your lifelong goals and dreams. My ultimate desire is that, through our work together, you can experience greater financial confidence and freedom — and that this freedom inspires you to make a meaningful impact in the lives of those around you. For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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/3ScL4Ck

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/3PMvooH

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/4tKlfH3

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/42wHSUa

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/4embw5J

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fun...
04/27/2026

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://bit.ly/4sULGt3

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient ea...
04/20/2026

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient earnings fueling one of the fastest rebounds to new highs on record.

In this week’s Weekly Market Wrap, Senior Global Investment Strategist Angelo Kourkafas examines whether the optimism is justified, and where markets may go from here.

https://bit.ly/42k7Ee6

News of a ceasefire deal between the U.S., Iran and Israel triggered a sharp rebound in equity and bond markets. But whi...
04/13/2026

News of a ceasefire deal between the U.S., Iran and Israel triggered a sharp rebound in equity and bond markets. But while volatility has eased, there may well be bumps ahead of the April 21 ceasefire deadline, with significant hurdles to overcome before a peace deal can be reached.

Senior Economist James McCann explains in our Weekly Market Wrap.

https://bit.ly/4c6IMfL

As markets navigate recent market volatility and weigh the potential duration of oil supply disruptions, underlying U.S....
04/06/2026

As markets navigate recent market volatility and weigh the potential duration of oil supply disruptions, underlying U.S. economic fundamentals remain encouraging. For long-term investors, now is not the time to make emotionally charged investment decisions but rather consider a simple pulse check on your portfolio.

Mona Mahajan, Senior Investment Strategist, explains in our Weekly Market Wrap.

https://bit.ly/4sYAZGS

Aug. 14 is National Financial Awareness Day — it’s a good reminder to take control of your finances by making informed d...
04/01/2026

Aug. 14 is National Financial Awareness Day — it’s a good reminder to take control of your finances by making informed decisions.

While this day encourages you to plan for your future and become more knowledgeable about personal finances, it can be overwhelming. Contact me and I can help you find the best way to move toward your goals.

Learn more here: https://bit.ly/4sMal3X

Address

5945 Weddington Road Suite 102
Wesley Chapel, NC
28104

Opening Hours

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

Telephone

+17046844532

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