Edward Jones-Financial Advisor: Lisa R Jensen

09/02/2026

We will be hosting Kyle Coffey of Capital Group for their presentation of "Social Security, Your Questions Answered" on Tuesday, September 29th at 5pm.
Call or message Lisa Jensen, 435-287-4625 to register for the event.

09/01/2026

Learn more https://bit.ly/4gOvgP7 Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

09/01/2026

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it more difficult for your wishes to be carried out after death.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4gHx4cq

08/31/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

08/29/2026

https://bit.ly/46tme53 Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.

08/28/2026

National dog day was August 26th-
In case you missed it,
Let’s see your four legged bestie pics!

08/28/2026

I help DFW executives simplify complex compensation and tax strategies. Let’s talk.

Disclosure: Edward Jones and its associates do not provide tax advice.

08/28/2026

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cover essential expenses and add predictability to your plan — especially when markets fluctuate. If you’d like to understand whether an annuity aligns with your goals, I’m here to walk you through your options.

As you get closer to retirement, your focus typically shifts from saving for the future to generating income from what you’ve saved.www.edwardjones.com/us-en

08/26/2026

Learn more https://bit.ly/4gDauBL A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next.