David Chubak’s Post

I am deeply honored to be selected as chair-elect of the American Heart Association’s (AHA) Eastern States Region Board of Directors, to lead an amazing board and staff of dedicated and respected individuals who are committed to help improve the health of our communities. Heart disease is the biggest killer of Americans every year and it’s becoming increasingly preventable and more treatable. I am excited and proud to continue the impactful work of my predecessors in helping American families build longer, healthier lives free of cardiovascular diseases and stroke.   https://lnkd.in/gr98Zggp

Happy Fourth of July! A day filled with patriotism for our country, where opportunity, hope and freedom abound. And a day we celebrate independence, and what that important value means to each of us.     For me, it sparks the memory and legacy of Edward Jones's former managing partner, Ted Jones. Ted was a visionary entrepreneur and pioneer in the financial services industry in the mid-1900s, building a business model that was both grounded in independence yet connected to the idea of being part of something greater. Just like our great nation, he sought to create an organization that, even throughout challenging times, would first and foremost stay true to its values.     More than 100 years later, our firm has lived up to – and I'd like to even think we've exceeded – Ted's dream. We continue to be hyperlocal and community oriented – a distinction that’s core to our continued success – yet our scale reaches across the country with millions of clients, located in every single U.S. county but one. Each branch team embraces a spirit of entrepreneurship, but is united by our unique culture and enduring values. What I like to think of as freedom within a framework.     So today, I'd like to thank Ted for the independence he sought for our firm and all who are a part of it. But more importantly, I'd like to thank and honor all those who fought for America's freedom and independence, for none of this would be possible without them. I hope you all enjoy the holiday filled with gratitude to live in this great nation. I know for me and my family, it's not something we take for granted. Happy Fourth!  

Our financial advisors know our clients better than anyone else – their hopes, dreams, wishes and goals. We're putting that Advisor Intelligence to work every day, and looking at how we can pair it with Artificial Intelligence to leverage our collective wisdom in a way no other firm can. I had the pleasure of sitting down with Financial Planning to share more about the exciting work we have ahead. 

Moving on up! So proud to share that Edward Jones climbed 30 spots on the Fortune 500 list, ranking at 303 this year. Our teams have been hard at work and this is just one example that shows the hard work is paying off. We're driven by our purpose to make an impact on clients' lives, and we're not letting our foot off the gas. Here's to all we have accomplished – and what's still ahead! Disclosure: Fortune 500 2013-2024, published May - June each year, data as of December of prior year. Compensation provided for using, not obtaining, the rating. https://lnkd.in/gHUvZYRm

Memorial Day is an emotional, poignant, almost sacred day for the Chubak family.      You see, my father's parents grew up in Ukraine and Poland. They were among few survivors in their families as World War II ended, and both were liberated by members of the American Armed Forces. They actually met in a Displaced Persons camp set up by the US Army. Years later, they had the opportunity to pass through Ellis Island, restart their lives and live out their version of the American dream – although their time in Europe would never be forgotten.      On the other side of the world, my mother's parents were born and raised in Queens NY. My grandfather was too young to serve in WWII, but he was quick to find other ways to demonstrate his patriotic ideals. He would tell stories of his time at an air base in Long Island, NY while still in school.    Despite very different back stories and being from very different places, both sides of my family share a deep connection and love for America and an everlasting appreciation for members of our military, veterans, and their families. And have a special place in our hearts to recognize those who gave their last full measure of devotion in service to our country and protection of our world.      Every year on Memorial Day, our family gathers to hoist our nation's flag, which towers proudly over our lawn. This is our way of celebrating and honoring all those who gave their lives for our country, our ideals, and to save people like my grandparents – who wouldn’t be here if it were not for their sacrifice.     Amid the summer celebrations, I encourage everyone to remember why we celebrate – as without these brave individuals, the way we live our lives today would not be possible.     And it is not lost on me that the work we do at Edward Jones gives me the humbling opportunity – and responsibility – to play our part in serving millions of clients, including many veterans and families who will be remembering loved ones this Memorial Day, and in hand, continue to fuel the American dream for many generations to come.     Happy Memorial Day. And God Bless America. 

There’s something powerful to be said about the influence mothers have on us. Their wisdom, guidance and love are formative to our personal lives, but it’s important to also remember the foundational role they play in helping shape our professional journeys. As I reflect on 2024 so far – a year of hard work, yet incredibly rewarding moments – I can’t help but think about my mother. Her love of learning and self-improvement paved the way for the passion I have for my work today.  My memories of my mom are marked by her unwavering work ethic and tough love. Growing up with her as a teacher in my middle school, I knew all too well her commitment to hard work in school and at home. Some even called her the "toughest homework-giver on the east side of the Mississippi,” though she did it with a smile on her face and a love for her students. So, while at the time my brothers, sister and I didn’t quite appreciate the extra math problems she would assign, my mom knew it would help us learn the invaluable lesson that you get out what you put in. Whether that includes studying for a math test or helping our clients here at Edward Jones, I can confirm that statement stands true in my life today. Although our work may be challenging at times, the impact it has in the lives of the individuals and families we serve makes it all worthwhile. I have to thank my mom for instilling this mindset and reminding me to slow down and reflect on the incredible opportunity we have to help our clients achieve their dreams.  Today, I’m wishing all the incredible mothers in our lives – including my own mom Shera Chubak and my wife Jamie Chubak – a very Happy Mother’s Day. And I encourage all of you to take the time to tell the mothers in your lives thank you for all that they do.  💓

Delighted to share the great news that Edward Jones has been recognized as one of the 2024 Best Companies to Work for in New York, ranking #13 in the Large Employer category!   New York is not only my family hometown.... we also have 258 Edward Jones financial advisors and 210 branches - and 85 Home Office Associates based here as well! Best Companies to Work for in New York celebrates elite employers that have proven they know what it takes to create an environment where people love to work. We're incredibly proud to be recognized among this esteemed group for our relentless focus on clients, purpose-driven culture, and for reinforcing the principles of a firm where each and every one of our colleagues has the opportunity to make an impact - here in New York and across this great country - and Canada too! https://lnkd.in/gkqkQGEY Disclosure: 2024 Best Companies to Work for in New York, published Rochester Business Journal April 2024, research by Best Companies Group, data as of January 2024.

Last week, I participated in the 2024 Hearsay Summit hosted by our partners at Hearsay Systems. Alongside financial industry leaders, we explored ways to optimize digital strategies to grow our impact and deepen client and advisor relationships.    During the event, I had the opportunity to sit down with the inimitable Clara Shih, Founder of Hearsay and CEO of Salesforce AI, for a fireside chat, and share more about our digital transformation at Edward Jones. As part of our firm’s journey, we’ve invested $3 billion in technology infrastructure, digital initiatives, virtual business enablement tools, and a variety of pilot programs designed to enhance and complement our client relationships. And I got to share some sage advice from our Managing Partner, Penny Pennington, around aspiring to be "learn-it-alls" vs. "know-it-alls."   Leveraging technology tools and digital skills is key to the growth of our financial advisors and expanding their capacity to deliver comprehensive planning and advice. This is how we help more individuals and their families achieve their financial goals and focus on what’s most important in their lives. Even as the technology landscape continues to change at a rapid pace, the need for deep, personal relationships with our clients remains constant.   The learnings and takeaways from this event will help us evolve our toolset and provide more resources for our branch teams to deliver on our purpose in new and incredible ways. Thank you again to Hearsay Systems, Michael Boese and of course Clara Shih for bringing us together for some very insightful and impactful discussions.

I am so incredibly PROUD of our 266 (!!) financial advisors across 45 states at Edward Jones who were named 2024 Forbes Best-in-State Wealth Advisors. And a special congratulations to Troy Nelson in Bismarck, North Dakota, for being named among 2024 Forbes America's Top Wealth Advisors. Last year we had 153 advisors named to this list. So it is humbling to see the impressive momentum across our firm. It's a true testament to the quality of practice we offer to our clients through the deep, trusted relationships built by our financial advisors. Congratulations to all those who were recognized. Thank you serving our clients and communities with distinction, and for positively representing our firm at a state and national level. Keep setting the standard for our noble industry. Proud of you all!!! Disclosures: 2024 Forbes America’s Top Wealth Advisors and 2024 Forbes Best-In-State Wealth Advisors, published April 2024, research by SHOOK Research LLC, data as of June 2023. Compensation provided for using, not obtaining, the rating. ###