Edward Jones- Financial Advisor: Grayson O'Cain

Edward Jones- Financial Advisor: Grayson O'Cain

Financial Planning 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 to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

529 education savings plans: holiday gifts with lasting benefits (US|EN) 11/16/2024

If you're looking for holiday gift ideas beyond the traditional fare, funding a child's education with a 529 savings account is a gift worth giving — and one that can have lasting benefits.

529 education savings plans: holiday gifts with lasting benefits (US|EN) Gifting 529 education savings contributions during the holiday season is one holiday gift with lasting benefits.www.edwardjones.com/us-en

Benefits of a Roth IRA (US|EN) 11/15/2024

There are many account options when it comes to investing for retirement. Here are some reasons a Roth IRA may make sense for you.

Benefits of a Roth IRA (US|EN) Learn about the many benefits opening and contributing to a Roth IRA can make toward helping you reach your retirement goals.www.edwardjones.com/us-en

Financial checklist for newlyweds (US|EN) 11/14/2024

Wedding planning can be an exciting part of life, but there are important financial considerations to discuss ahead of the big event. Review our financial checklist for newlyweds to help you start that crucial conversation with your future spouse.

Financial checklist for newlyweds (US|EN) When getting married, it's important to discuss finances with your partner. Use this checklist to start the conversation.www.edwardjones.com/us-en

11/14/2024

Happy pickle day!!!! What’s your favorite way to eat Pickens????

Weekly market wrap 11/11/2024

While campaign trail pledges don't always translate into policy, and any changes take time, there are potential implications from the shift in the balance of power. We share our post-U.S. election takeaways in our latest Weekly Market Wrap.

Weekly market wrap A summary of last week's market highlights and economic news.

Long-term care insurance 11/10/2024

Women investors often face unique circumstances later in life thanks in large part to their longer life expectancies. But whether they find themselves lacking a spousal caregiver due to being widowed, having gone through divorce or choosing to remain single, long-term care insurance may help give them greater confidence.

Long-term care insurance Why it’s important

Identity Protection 11/09/2024

Online shopping can be incredibly convenient. With all the websites you visit though, it’s more important than ever to know how to protect your personal information. We have some quick tips to help you do just that.

Identity Protection Learn how to protect your identity and personal information. From Edward Jones and EVERFI

Market news is everywhere — but what does it all mean for you? 11/08/2024

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?

Market news is everywhere — but what does it all mean for you? 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...

Photos from Edward Jones- Financial Advisor: Grayson O'Cain's post 11/07/2024

Johnson County Christmas Bureau (JCCB) provides hope, warmth, and support to low-income families in Johnson County, Kansas. Each year, the organization distributes coats, toys, groceries, and personal care items to nearly 14,000 people during the winter holiday season. Edward Jones cares about the health and well-being in the communities where we live, work, and play. Therefore, we are excited to support the JCCB winter coat drive to promote healthier futures and assist families in meeting their needs.

Click below to learn more about Johnson County Christmas Bureau:
https://bit.ly/3Crmohy

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

11/06/2024

Our Head of Wealth Management Advice & Solutions Lena Haas shared advice for talking about inheritance with loved ones during a recent interview with TheStreet.

Give it a watch and reach out with any questions: https://bit.ly/3NTuBxL

11/05/2024

On Election Day, we encourage everyone to vote.

Are you emotionally ready to retire? 11/05/2024

Financial preparation is only one half of getting ready for retirement. Have you thought about whether you're emotionally ready? We recommend thinking ahead to help ensure you make the most out of your next big chapter.

Are you emotionally ready to retire? Read more here

Weekly market wrap 11/04/2024

In our latest Weekly Market Wrap, we examine recently released data on two key factors that are crucial to the overall economy: corporate earnings growth and the U.S. labor market.

Weekly market wrap A summary of last week's market highlights and economic news.

Weekly market wrap 10/28/2024

The stock market's six-week winning streak came to a halt last week, as rising bond yields began capturing investors' attention. We examine the forces driving the recent rise and explore the potential for further increases.

Weekly market wrap A summary of last week's market highlights and economic news.

Strategies catered to business owners 10/27/2024

Owning a business comes with both rewards and challenges. We can help you consider many of the most common financial needs business owners face, including retirement plans and expense management.

Let's set up time to discuss how we can help you meet these challenges in a way that works for you — and your business.

Strategies catered to business owners Here's our business owners hub

Retirement goes beyond just dollars 10/26/2024

October is National Retirement Security Month. Established to raise awareness about the importance of saving for retirement, the campaign serves as a good reminder to review your retirement goals to ensure you’re on track.

Retirement goes beyond just dollars View our list to prepare

Saving for retirement now? 10/25/2024

There are lots of things in life you can't control, but saving for the future doesn't have to be one of them. In October, during National Retirement Security Month, let's determine what you can do today to be better positioned to reach your retirement goals later.

Saving for retirement now? Tips for getting started

Tax-efficient investing for high earners 10/24/2024

You may find yourself asking, "How can I become a more tax-efficient investor?" as you balance managing your wealth with saving for retirement, funding your children's education and creating a future legacy. Read these six tips and call me to discuss how I can help.

Tax-efficient investing for high earners Practical and proven strategies you can take to become a more tax-efficient investor.

Want your business to be the top-listed Finance Company in Lakeland?
Click here to claim your Sponsored Listing.

Videos (show all)

It may seem a ways away, but tax season is right around the corner. But don't fret—tax season doesn't have to be taxing....
Edward Jones Among Fortune 500®️ for 11th Consecutive Year
Simplify your year-end hustle
Simplify your year-end hustle
Wishing you all the joy and happiness of the season.
May your Thanksgiving be filled with love, laughs and many reasons to be thankful.
Learn more on why you should stick with your investment strategy to help you achieve your financial goals.
Happy Independence Day
Happy Mother’s Day
Women are at higher risk of needing long-term care (Society of Actuaries, 2018). Here are some questions you can ask you...
Below is just one challenge women face in securing their financial future. Because women tend to earn less than men over...
3 tips to improve your financial wellness

Telephone

Address


2216 E County Road 540A
Lakeland, FL
33813

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Other Financial Services in Lakeland (show all)
TNL Car Title Loans TNL Car Title Loans
Lakeland, 33801

TNL Car Title Loans is an online lender that specializes in auto title loans. If you need to get fast cash today, call us and see how much you can get approved for! Website https...

Edward Jones-Amanda Salcido Edward Jones-Amanda Salcido
140 Fitzgerald Road, Ste 3
Lakeland, 33813

Edward Jones provides an established process that starts with understanding what is important to you, and together we will build a personalized strategy with the assistance of a te...

Chris Thornhill-Thrivent Chris Thornhill-Thrivent
1740 E. Edgewood Drive
Lakeland, 33803

• At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to helping people make the most of all they’ve been given. Contact m...

Lakeland Business Broker - Transworld Business Advisors - Michael Shea Lakeland Business Broker - Transworld Business Advisors - Michael Shea
231 North Kentucky Avenue
Lakeland, 33801

Michael Shea P.A. is affiliated with Transworld Business Advisors the Largest Business Brokerage in the World. With over 260 offices and 800 deal makers world wide we are the "Busi...

Mark Sutton, CRPC, BFA - Ameriprise Financial Advisor Mark Sutton, CRPC, BFA - Ameriprise Financial Advisor
1910 Lakeland Hills Boulevard
Lakeland, 33805

Financial Advisor, Ameriprise Financial Services, LLC

Braxton Advisory Braxton Advisory
120 E Pine Street
Lakeland, 33801

Braxton Advisory is an independent financial services firm that creates retirement tax strategies.

Noval Solutions Noval Solutions
Lakeland, 33801

Noval Solutions is a financial literacy and credit repair community that gives solution's to fixing poor credit standing that may have deteriorated for a variety of different reaso...

Thomas Ulle: Burks Financial Group Thomas Ulle: Burks Financial Group
Lakeland, 33813

We are a band of friends living in Lakeland who love creativity. We've come together and created 3D-printed art that can be used to decorate, work with, or even play with. Take a l...

Infinite Retirement Solutions Infinite Retirement Solutions
Lakeland, 33801

At Infinite Retirement Solutions, we care about our clients’ financial well-being and provide peace of mind through a clear and detailed mandate. We help people plan for their gold...

Adrian Smith's Real Estate and Credit Services Adrian Smith's Real Estate and Credit Services
Lakeland

I’m here for all your real estate needs. Whether your looking to buy, sell, or invest, I am here to assist you. Looking for your next fix and flip? I got you covered! I also specia...