Edward Jones - Financial Advisor: Joseph C Lemke, AAMS, CRPC

Scammers always seem to be out there lurking, planning how they can defraud unsuspecting targets. No need to passively wait for one to approach. Watch this video where Privacy Expert Patrick Chavez discusses recent scams and steps you can take to protect yourself.

Protect yourself against fraud Stay informed

Building long-lasting financial strength and lifting all people and communities, including the underserved, are ways we bring our purpose to life.

Edward Jones promoted academic and career success for over 200 low-income students and parents as a sponsor of the Way2Success Community College Resource Fair in collaboration with United Way of Greater Los Angeles.

Students and their families received financial aid assistance, academic resources and a Financial Fitness presentation about “The Power of Budgeting” delivered by financial advisors Norm Cauntay and Jonathan Lising to help them build financial knowledge and confidence.

Financial advisor Jonathan Lising said, “It's our goal to empower these students and their families to develop secure financial futures. Every person deserves the opportunity to thrive — regardless of where they start. By collaborating with United Way of Greater Los Angeles, we are partnering for lasting financial strength and advancing inclusive growth.”

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary. Edward Jones cannot accept gift cards, cash or checks as donations.

Getting the most out of Social Security is actually quite simple — and it focuses on one key number. Here’s a clear-cut route to help maximize your Social Security benefits.

Earn, Baby, Earn: The Key to Maximizing Your Social Security The government’s formula rewards workers who keep earning income for at least 35 years.

Halloween's just around the corner. Attending a big costume party, taking kids trick-or-treating or planning a quiet night at home? Whatever your plans this year, download our mobile app so you can sign in to Online Access and check your progress from wherever you'll be.

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What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications on the broader economy, stock markets and bond markets.

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...

Don't feel overwhelmed trying to plan for health care expenses during retirement. I can help you estimate future health care costs and factor them into your overall financial strategy.

Health care in retirement Make sure to prepare for costs

We all know that life can send financial setbacks when we least expect them. You may not be able to plan on when they'll happen, but you can start a "rainy day" emergency fund now to help weather any unscheduled storms.

Build your emergency fund Tips on how much to save

I know it's probably hard to imagine the day you send your child to college finally arriving! Whether that time is just around the corner or in the more distant future, these six financial tips can help you prepare for that transition to your child's life after high school.

Sending a child to college 6 things to consider

Learn why our firm is the right place for your future and hear from Edward Jones leadership who will explain the advantages of transitioning your financial advising practice.

Join us at the Financial Advisor Opportunity Event in Coral Gables on November 7-8, 2024.

https://bit.ly/4gy1E7s

Do you want to learn about the potential implications of the November election? Join a live webinar on Oct. 10 at 5 p.m. CT by Zoom via your computer and use passcode: 910896. If you prefer to join by phone, dial 312-626-6799, followed by Webinar ID: 978 4427 3761 and passcode: 910896. If you can't attend the live event, visit edwardjones.com/us-en/market-news-insights/webinars to view the previously recorded webinar.

Join our Cloud HD Video Meeting Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, confer...

Many things in life may be beyond our control, but consider embracing the power of 3 when planning how to save for retirement. Time (how long you save), money (how much you save) and return (how much your investments earn) are simple but powerful concepts. Learn how I can help.

Saving for retirement now? Tips for getting started

It's important to understand what makes wills different from trusts when strategizing a comprehensive estate plan. Read about the differences here and let's discuss how I can work with your estate-planning professionals to help ensure your estate plan matches your goals.

Will vs. trust: What's the difference? It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

Our Head of Wealth Management Advice & Solutions Lena Haas shared advice for talking about inheritance with loved ones in a recent Yahoo! Finance interview. Give it a watch and reach out with any questions.

Inheritance planning: Here's how to start the conversation Inheritance planning is a crucial but often overlooked aspect of financial management, with many people feeling uncomfortable discussing it. Edward Jones Principal and Head of Wealth Management Advice & Solutions, Lena Haas, joins Wealth! to share insights on having the important conversation about....

We know it can be easy to lose track of appointments when caught up in the hustle and bustle of life. That's why Online Access makes it so easy to request appointments with your financial advisor, not to mention receive automated reminders for upcoming meetings.

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Happy National 401(k)Day! Elevate your retirement planning with our lessons covering information you need to feel confident in managing your 401(k).

401(k) Plans Learn how to use a 401(k) plan to help you save for future income while getting tax benefits. From Edward Jones and EVERFI

We are thrilled to have supported select players during high-profile tennis matches in NYC this week!

Those who lost their lives on September 11th will always be in our hearts.

As we set our eyes on September and October, the two-month stretch before the U.S. presidential election, we offer three perspectives on market volatility.

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...

We are proud to share that Edward Jones received the Jerome H. Stone Philanthropy Award for Alzheimer’s Research at the Alzheimer’s Association®️ International Conference (AAIC) 2024 for our shared commitment to ending Alzheimer’s.

Since 2016, Edward Jones and our associates have raised more than $45 million for Alzheimer’s care, support and research and have pledged to raise $50 million by the end of 2025.

https://bit.ly/3Mwup6T

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

We’ve surpassed more than 117,000 associates and clients joining us on Edward Jones Walk to End Alzheimer’s®️ teams since 2016.

That’s a big milestone that’s helped us make an even bigger impact: With 3,000 teams participating in more than 600 Walks across the U.S. every year, we’ve raised more than $46 million toward our pledge to raise $50 million with an estimated 150,000 Walk participants by 2025.

To learn more about your local walk: alz.org/edwardjones

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

Discover why women love working at Edward Jones

https://bit.ly/3XjkK9I

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick to your long-term investment strategies…even during short-term political events.

The Market Is Mightier Than Politics and Policy Remaining steadfast amid political and policy changes has benefited investors.

Edward Jones associates in the Seattle area joined together this summer to make a positive impact by supporting Fred Hutch Obliteride®️.

203 Edward Jones team members biked, walked, ran, volunteered, participated virtually and raised awareness to help cure cancer faster and promote healthier futures.

More than $8 million (and counting!) has been raised to help Fred Hutch Cancer Center's efforts to advance prevention, detection, treatment and cures, according to the organization. Edward Jones proudly supported this year's initiative as the volunteer sponsor.

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

The end of summer often means heading back to school (for loved ones if not yourself), but Online Access can also help you get back to the basics with your financial goals. Easily view account performance during your time with Edward Jones on the web or on the go with our app.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

The recent market selloff was dramatic and perhaps even jarring for investors as they kicked off the first week of August.

Our latest Market Pulse analyzes recent activity and shares our outlook for the remainder of the year.

Recent Market Volatility | Edward Jones The August 5th drop in the Dow Jones and S&P has been jarring for investors. Get our view of what this could mean for investors in the coming months.