Edward Jones-Financial Advisor: Lisa R Jensen

Edward Jones-Financial Advisor: Lisa R Jensen Serving the financial needs of individuals by understanding personal goals & developing relationships

09/08/2026

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4r99QAY

Let’s see your best photo from the weekend-I’ll go 1st, view from The Ant Hill,Torrey, Utah
09/08/2026

Let’s see your best photo from the weekend-
I’ll go 1st, view from The Ant Hill,
Torrey, Utah

We will be hosting Kyle Coffey of Capital Group for their presentation of "Social Security, Your Questions Answered" on ...
09/07/2026

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.

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean f...
09/05/2026

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean for investors and the fixed-income landscape.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

Your business is more than a source of income. It's likely one of your most significant financial assets.As a financial ...
09/03/2026

Your business is more than a source of income. It's likely one of your most significant financial assets.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I work with business owners to bring clarity and intention to one of the most complex decisions they'll face: what happens next.

From exit planning to succession strategy to long-term transition planning, I can help design a comprehensive financial strategy that’s right for you.

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
& Karen Jacob’s- Hart will share some Medicare advice

Call or message Lisa Jensen, 435-287-4625 to register for the event.

Learn more https://bit.ly/4gOvgP7 Your business may be one of your greatest assets. I can help you explore strategies fo...
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.

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it mor...
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

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
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.



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