Edward Jones- Financial Advisor: Ted Oberg

Edward Jones- Financial Advisor: Ted Oberg I have a passion for helping the serious, long-term investor achieve their financial goals.

I'm committed to educating our clients through our ongoing process of monitoring goals and objectives through various life stages. Developing your personalized long-term strategy encompasses understanding your tolerance for risk, documenting goals, tracking investment performance and progress towards goals, implementing tailored advice and guidance, and conducting regular reviews. Our process allo

ws us to help you to stay on track while we can focus on what we can control. In 2009, I began my career with Edward Jones as a financial advisor in the Back Mountain area. I enjoy helping individuals, families and small business owners achieve that of which is most important to them. We strive to make a meaningful and positive impact in our clients' lives on a daily basis. We provide exceptional client service in a professional, personal and friendly manner from our office in Dallas, PA. Originally from Baltimore, MD, I graduated from Messiah College in 2008 with a bachelor's degree in marketing and earned an MBA from Misericordia University in 2016. I also hold the Accredited Asset Management Specialist™ professional designation through the College for Financial Planning®. In 2021 I was ranked as America's Top Next-Gen Wealth Advisors by Forbes. And recently in 2022, I was named among the Forbes Best-in-State Wealth Advisors ranking. [Source: Forbes.com – April 2022; data as of 6/30/21]

I reside in Shavertown, PA with my wife, Rachel, and three active children, Penelope, Teo and Brodie. Member SIPC
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No two of my clients are alike. That’s why you have choices at Edward Jones.As your financial advisor, I can help you un...
09/04/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/4gAxX7U

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4x7aNMc

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.

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you. Let's make...
08/13/2026

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you.

Let's make sure your intentions are clear.

A strong financial strategy connects every part of your life — goals, cash flow, family and legacy. I focus on helping c...
08/12/2026

A strong financial strategy connects every part of your life — goals, cash flow, family and legacy.

I focus on helping clients take a comprehensive view, so nothing is overlooked.

We’re honored to be recognized as Fortune’s World's Most Admired Companies.  This recognition reflects what matters to u...
08/10/2026

We’re honored to be recognized as Fortune’s World's Most Admired Companies.

This recognition reflects what matters to us most. The relationships we build, the trust our clients place in us, and the people who make this work meaningful. It speaks to a long-term way of working that’s grounded in the everyday and shaped by how we serve the people and communities we work with.

We’re proud of the work we do and even more proud of the people behind it.

Disclosure: 2026 Fortune World's Most Admired Companies list published January 2026, in partnership with Korn Ferry, data as of November 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4z3UTU9

Developing healthy financial habits can create real momentum toward your long-term goals. Small consistent steps today c...
08/07/2026

Developing healthy financial habits can create real momentum toward your long-term goals.

Small consistent steps today can make a meaningful difference over time.

Financial strategies for business owners aren't one-size-fits-all. From tax considerations to succession planning, I foc...
08/05/2026

Financial strategies for business owners aren't one-size-fits-all. From tax considerations to succession planning, I focus on what matters most to you.

Let's build a strategy that works for your business and your life.

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

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1160 Twin Stacks Drive
Dallas, PA
18612

Opening Hours

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

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