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Edward Jones
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Edward Jones
26570 Agoura Rd. Suite 130
Calabassas, CA 91302
(818)518-5114
Click Here To Contact Edward Jones

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Devan Vellios is an Edward Jones financial advisor in Calabassas. His branch office is located at 26570 Agoura Road Suite 130.
About Edward Jones:

"I entered the financial services industry because I like helping people work toward achieving their long-term financial goals," Devan says. "Building relationships with my clients and in my community is key."

Edward Jones financial advisors meet face-to-face with clients to build strong relationships.

"And we do so by offering excellent client service through our convenient branch locations in the communities where our clients live and work," says Vellios.

Services:

Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals -- from college savings to retirement -- and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.

Edward Jones, which ranked No. 11 on FORTUNE magazine's "100 Best Companies to Work For 2011," is headquartered in St. Louis. The Edward Jones interactive Web site is located at www.edwardjones.com, and its recruiting Web site is www.careers.edwardjones.com. Member SIPC.

Accomplishments:

FINRA Series 7 licensed
FINRA Series 66 licensed
FINRA Series 6 licensed
FINRA Series 63 licensed
CA Life Insurance licensed

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Edward Jones: Devan Vellios
1st Meeting with Devan VelliosCompound Interest
Compound interest is how the value of an investment earning interest can grow over time. To illustrate how compound interest works, let's explore this hypothetical example:
Is term life insurance right for me?
When it comes to protecting the important people in your life, getting the right type of insurance and the right amount of coverage are important. If you have a mortgage or are raising a family, term life insurance may be a good fit for your needs.
What to Do When Markets Drop
If you’re a long-term investor, you’ll almost certainly experience a bear market from time to time. Bear markets occur when the Dow Jones Industrial Average drops 20% or more. But not all market drops are that severe. The market can dip 5% or more at least three times a year on average. You can expect a drop of 10% or more – known as a correction – about once a year. And the bear reappears every three to four years on average.* When stock prices begin falling dramatically, the impulse is to do something. Anything. You may think your only option is to sell in order to limit losses. We disagree If you’re a long-term investor, what you do during a stock market decline might spell the difference between success and failure. We recommend staying calm and ignoring extreme predictions of doom and gloom. Here is your survival checklist: • Stay the course. Stock market declines are normal and frequent – not a reason to sell quality investments. • Look for opportunities. Market drops can present opportunities to buy stocks and equity mutual funds at lower prices.** • Stick with quality. Lower-quality investments may not recover when the bear market ends. • And finally, talk to a trusted financial advisor. Prepare your portfolio today with an appropriate mix of quality investments so that you can stay invested in both bear and bull markets over time. Always remember: Stock markets declines are common, occur without warning, end unexpectedly and may present opportunities for long-term investors to buy stocks and quality mutual funds at lower prices.
Taxes & Retirement – Give Yourself Some Flexibility
Taxes are a fact of life – and they don’t retire when you do. With today’s unpredictable tax codes, how can you better prepare for your income needs in retirement? Investment Strategist Scott Thoma explains how tax diversification works. What is tax diversification? You simply invest in accounts that are taxed differently. A good example is how taxes are handled with traditional and Roth Individual Retirement Accounts. When you contribute to a traditional IRA, you may be eligible for a pretax deduction, and you delay paying taxes on that money until you withdraw it in retirement. With a Roth IRA, there is no current tax deduction on your contribution, but you can generally withdraw funds tax-free in retirement, provided you meet certain criteria. One consideration is what you expect your tax rate to be in retirement: • If you expect it to be higher, you may want to contribute more to a Roth IRA now. • If you expect it to be lower, you may want to contribute more to a traditional IRA now. Importantly, contributing to either type of IRA doesn’t have to be an “either/or” decision – if you’re eligible, you can own and potentially contribute to both Roth and traditional retirement accounts. Talk with your tax professional and financial advisor before deciding whether to invest in a traditional or a Roth IRA. What if you’re already retired or close to it? The amount you withdraw from your investments may be the most influential factor in how long your money will last – but you should also pay attention to the order in which you withdraw this money. By using tax diversification, you can structure your withdrawals to potentially reduce taxes and increase your amount of after-tax spendable income. As a general rule, we suggest the following order: 1. Required minimum distributions 2. Dividends and interest from taxable accounts 3. Taxable accounts themselves – especially those that may have experienced losses 4. Tax-deferred accounts, such as a traditional IRA 5. Tax-free accounts, such as a Roth IRA Keep in mind that this sequence is just a guide. The account you withdraw from may vary from year to year depending on your tax situation. For example, you may decide to withdraw from a Roth account earlier if this would prevent you from moving into a higher tax bracket. And it’s always important to ensure you maintain proper balance between your stocks and bonds. Therefore, we recommend discussing this with your financial advisor and tax professional.
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Finance CommitteePosted on 06/05/12


Finance Committee

Contact: Steve Hornstein (818) 887-9401~Co-Chair David Fox (818) 865-8670

Meetings: 1st Tuesday of each month

4:00 PM at Chamber Office Conference Room 20121 Ventura Blvd., Suite 204


Finance CommitteePosted on 06/05/12


Finance Committee

Contact: Steve Hornstein (818) 887-9401~Co-Chair David Fox (818) 865-8670

Meetings: 1st Tuesday of each month

4:00 PM at Chamber Office Conference Room 20121 Ventura Blvd., Suite 204


Finance CommitteePosted on 06/05/12


Finance Committee

Contact: Steve Hornstein (818) 887-9401~Co-Chair David Fox (818) 865-8670

Meetings: 1st Tuesday of each month

4:00 PM at Chamber Office Conference Room 20121 Ventura Blvd., Suite 204


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© 2017 Copyright Woodland Hills Tarzana Chamber.
All Rights Reserved.