Edward Jones- Financial Advisor: Ted Oberg

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Edward Jones- Financial Advisor: Ted Oberg I have a passion for helping the serious, long-term investor achieve their financial goals.

I'm committed to educating our clients through our ongoing process of monitoring goals and objectives through various life stages. Developing your personalized long-term strategy encompasses understanding your tolerance for risk, documenting goals, tracking investment performance and progress towards goals, implementing tailored advice and guidance, and conducting regular reviews. Our process allows us to help you to stay on track while we can focus on what we can control. In 2009, I began my career with Edward Jones as a financial advisor in the Back Mountain area. I enjoy helping individuals, families and small business owners achieve that of which is most important to them. We strive to make a meaningful and positive impact in our clients' lives on a daily basis. We provide exceptional client service in a professional, personal and friendly manner from our office in Dallas, PA. Originally from Baltimore, MD, I graduated from Messiah College in 2008 with a bachelor's degree in marketing and earned an MBA from Misericordia University in 2016. I also hold the Accredited Asset Management Specialist™ professional designation through the College for Financial Planning®. In 2021 I was ranked as America's Top Next-Gen Wealth Advisors by Forbes. And recently in 2022, I was named among the Forbes Best-in-State Wealth Advisors ranking. [Source: Forbes.com – April 2022; data as of 6/30/21]

I reside in Shavertown, PA with my wife, Rachel, and three active children, Penelope, Teo and Brodie. Member SIPC
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What would happen if you had to retire sooner than expected?Many people focus on their target retirement date but spend ...
10/08/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersec...
10/07/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/3VWve0B

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions...
10/06/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your...
10/01/2026

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 1...
09/28/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We coul...
09/21/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

Today, we pause to remember the lives lost 25 years ago and to honor the first responders and everyday heroes who answer...
09/11/2026

Today, we pause to remember the lives lost 25 years ago and to honor the first responders and everyday heroes who answered the call with extraordinary bravery. We will never forget.

No two of my clients are alike. That’s why you have choices at Edward Jones.As your financial advisor, I can help you un...
09/04/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/4gAxX7U

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

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1160 Twin Stacks Drive
Dallas, PA
18612

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

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