Edward Jones-Financial Advisor: Brian James

11/13/2025

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

09/08/2025

Market gains have been above average, but economic and policy uncertainty remain. You can’t control the markets, but you can control the risks in your portfolio. Portfolio Strategist Tom Larm outlines some areas of potential opportunity as we head into fall.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

07/19/2025

Wyatt loves the new fishing dock at Kyger Reservoir.

07/14/2025

It seems like there’s a constant barrage of myths about Social Security. But do they have merit? Learn what’s behind these myths, whether there’s any truth to them and, most importantly, what you can do. And, as always, I’m here to answer any questions you have about Social Security benefits and how they factor into your retirement strategy.

Learn the truth about three Social Security rumors and more importantly, what you can do about them.www.edwardjones.com/us-en

01/30/2025

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account options so you can decide what's best for you.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

05/13/2024

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an adult's!) future education. Feeling overwhelmed trying to learn the ins and outs on your own? Don't stress. I can help tailor a strategy to work toward your education goals.

Saving money for college

12/04/2023

You may be a rock star at running your business, but it helps to have a financial professional assist you with your company's cash management and retirement plan.

Here's our business owners hub

08/08/2023

I'm not the most active on social media, but I felt this milestone was worth sharing. After 10 months of searching, leasing, and remodeling our new office, I officially moved into 825 Main St. in Windsor, CO on May 1st. Darlene Price joined my practice on that date as well. She has been a great friend over the years and great addition to our branch. I feel very fortunate to be here and I'm beyond grateful to everyone that has helped to make this dream possible. Thank you!

06/19/2023

If your income is too high, you might not be eligible to invest in a Roth IRA. But there may still be a way to access this powerful retirement savings vehicle.

Backdoor Roth IRA an option for high earners

04/06/2023

If you’re getting ready to change jobs, make sure you know your options for your 401(k). Here are 4 things you can do.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs.

01/23/2023

While I was back in Ohio visiting my family last summer, I took a picture of this oak tree. This oak tree is over 575 years old. When I look at this tree, I'm reminded about longevity. The ability to outlast threats and to overcome the challenges that are naturally occurring each day. I believe that to reach the goals we have set for ourselves; we must rise above the noise and chatter of the environments in which we all live. This may be a cheesy metaphor, I'll agree to that. But nonetheless the visual reminder helps keep focus. The point is this: If you're looking to grow; look up, never down.

12/01/2022

It’s never too soon to save for your children’s education. And one effective savings tool to consider is a 529 plan.

Saving money for college