Details for EDWARD JONES - NATHAN WALLACE

Updated 

Tap into the benefits that CDs bring
Bank-issued,
FDIC-insured
3-months APY*

4.30

%

Finding a great rate on a CD is nice, but to get the most from
your CDs, you need a strategy. Get in touch to learn more.

Job
change?
Whether retiring or
changing jobs, you’ll
want to know your
retirement account
options.
There are four potential options for your 401(k) when leaving an employer:
• Leave it in your former employer’s 401(k) plan, if allowed by the plan.

* Annual Percentage Yield (APY) effective 07/02/25. CDs offered by Edward Jones are bank-issued and
FDIC-insured up to $250,000 (principal and interest accrued but not yet paid) per depositor, per
insured depository institution, for each account ownership category. Please visit www.fdic.gov or
contact your financial advisor for additional information. Subject to availability and price change. CD
values are subject to interest rate risk such that when interest rates rise, the prices of CDs can
decrease. If CDs are sold prior to maturity, the investor can lose principal value. FDIC insurance does
not cover losses in market value. Early withdrawal may not be permitted. Yields quoted are net of all
commissions. CDs require the distribution of interest and do not allow interest to compound. CDs
offered through Edward Jones are issued by banks and thrifts nationwide. All CDs sold by Edward
Jones are registered with the Depository Trust Corp. (DTC).

Please contact us if you have $1,000 or more to invest.

• Move it to your new employer’s 401(k) plan, if you’ve changed
employers and your new employer plan allows for it.
• Roll the account over to an individual retirement account (IRA).
• Cash it out, which is subject to potential tax consequences.

We can talk through your financial goals and find the
option that works best for you.

Nathan Wallace
Financial Advisor

Nathan Wallace
Financial Advisor

10 Walnut Ave Po Box 709
Vinton, VA 24179
540-342-2287

10 Walnut Ave Po Box 709
Vinton, VA 24179
540-342-2287

FDI-1916O-A AECSPAD 25673141

IRT-1948M-A AECSPAD 25673335

10 WALNUT AVE, VINTON, VA 24179

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