Edward Jones - Financial Advisor: Jonathan R. Bandy

Edward Jones - Financial Advisor: Jonathan R. Bandy

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I help individuals, families, and business owners develop thoughtful, long‑term financial strategies aligned with their goals and values. My work centers on clarity, accountability, and building plans that help people move forward with confidence both now and into the future. My professional background spans public relations, civil service, and nonprofit leadership, including serving as a communic

06/04/2026

Thinking about exiting your business someday?

Whether that's 2 years away or 20, the decisions you make today have a major impact on your future value and options.

Join us for **Scaling Up to Finish Strong**, an interactive workshop where you'll learn how to:

✅ Increase the value of your business
✅ Identify growth opportunities
✅ Avoid common exit-planning mistakes
✅ Align your personal and business goals
✅ Create a plan to finish strong

📅 Tuesday, June 23, 2026
⏰ 8:30 AM – 4:30 PM
📍 Prestonwood Country Club, Cary, NC

Seats are limited.

Register today:
https://scalingupus.mykajabi.com/june-23rd-scaling-up-your-exit-with-robert-lake

Build Value. Scale Up. Finish Strong.

06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4egmXLD

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Address


859 Perry Road
Apex, NC
27502