Edward Jones - Financial Advisor: Lily Kate Jordan, CFP®

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    Financial Advisors

    Alamo Heights, TX

    Lily Kate Jordan is a CFP® certified financial advisor at Edward Jones in Alamo Heights, specializing in comprehensive financial planning for military professionals, veterans, entrepreneurs, and business owners. She offers retirement income strategies, portfolio reviews, wealth strategies, and retirement savings planning for clients of all asset levels. With her fiduciary commitment and personalized approach, she helps clients build and manage their financial futures through introductory consultations, strategy reviews, and guidance on major financial events.

    Best for: Retirement PlanningBusiness OwnersFirst-Time InvestorsWealth Management

    Ideal for: Military professionals and veterans, Entrepreneurs and business owners, Pre-retirees and retirees, Individuals seeking comprehensive wealth planning

    Service area: Alamo Heights, San Antonio, and surrounding areas

    What Sets Edward Jones - Financial Advisor: Lily Kate Jordan, CFP® Apart

    CFP® Certified: Lily Kate Jordan holds the Certified Financial Planner designation, demonstrating advanced expertise and adherence to strict ethical standards in financial planning.

    Specialized Military & Veteran Services: Offers dedicated financial planning and retirement income strategies tailored specifically for military professionals and veterans.

    Edward Jones Support: Backed by Edward Jones's established resources, research, and comprehensive financial planning tools for personalized wealth management.

    CFP CertifiedFiduciary StandardFree Initial ConsultationRetirement PlanningInvestment ManagementSmall Business Financial Planning
    Financial PlanningRetirement PlanningWealth ManagementCFP CertifiedMilitary Professionals
    Google Rating
    5.0 ★ (10 reviews)
    Phone
    (210) 826-1571

    Location

    Address: 4940 Broadway #340, Alamo Heights, TX 78209

    Phone: (210) 826-1571

    Website: edwardjones.com

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    Last updated April 21, 2026

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