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Featured Prime Financial Videos — Ashlea Jones

Ashlea Jones
Financial Advisor

Prime Capital Financial
Cedar Rapids, IA

Contact Information
1815 Boyson Rd
Hiawatha, IA 52233
(319) 269-7143
ajones@primefinancial.com

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Featured Prime Capital Financial Videos

In this week's market update, Clayton is discussing a variety of topics! He dives into Coinbase, Novo Nordisk, and United Healthcare. *Intro* - 0:00 *Coinbase* - 0:21 *Novo Nordisk* - 1:13 *United Healthcare* - 1:53 *Next Week* - 2:55 *Please fill out the contact form on our website if you would like to chat with a financial advisor. https://primefinancial.com/contact/?utm_source=digital&utm_medium=youtube&utm_campaign=weekly_market_recap_video* The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Past performance is no guarantee of comparable future results. No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal or tax advice. PCIA and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Certain services may be provided by affiliates of PCIA.
Prime Capital Weekly Update 5/16/25
Buffered ETFs have exploded onto the investing scene, promising downside protection with a taste of equity upside—but are they as pumped up as they sound? In this video, we unpack the structure, strategy, and skepticism behind buffered ETFs—and when you might want to swap them out for more traditional options strategies. Our investment team has prepared a special video featuring Clayton Allison, Portfolio Manager, and Will McGough, Deputy Chief Investment Officer to provide clarity and context. *Want to chat with an advisor? Head to this link now to set up a no obligation 15 minute consultation. https://primefinancial.com/contact/?utm_source=digital&utm_medium=youtube&utm_campaign=taxesandretirement* *Intro* - 0:00 *Who are Buffered ETFs?* - 1:10 *How are Buffered ETFs structured?* - 2:23 *Why have they grown in popularity?* - 4:01 *How do they play a role in our models or allocations?* - 5:51 #marketvolatility #financialadvisors #economy #stockmarket #ETF The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Past performance is no guarantee of comparable future results. No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal or tax advice. PCIA and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Certain services may be provided by affiliates of PCIA.
Buffered ETFs Are Having a Moment
In this week's market update, Clayton is discussing a variety of topics! He dives into OPEC Production, US & UK Trade Framework, and the New Pope. *Intro* - 0:00 *OPEC Announces Production Hikes* - 0:17 *US & UK Reach Trade Framework* - 0:52 *New Pope Announced* - 1:35 *Next Week* - 2:18 *Please fill out the contact form on our website if you would like to chat with a financial advisor. https://primefinancial.com/contact/?utm_source=digital&utm_medium=youtube&utm_campaign=weekly_market_recap_video* The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Past performance is no guarantee of comparable future results. No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal or tax advice. PCIA and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Certain services may be provided by affiliates of PCIA.
Prime Capital Weekly Update 5/9/25
Get ready to elevate your event planning game! The Events Playbook: How to Craft Events That Wow & Win! In this video we take a deep dive into hosting successful client and prospecting events that leave a lasting impact. Here, we share best practices, insider tips, and proven strategies that will help you connect with current clients, attract new prospects, and execute events that truly stand out. Whether you're planning a small intimate gathering or a large-scale event, this session is packed with valuable insights you won’t want to miss! The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Past performance is no guarantee of comparable future results. No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal or tax advice. PCIA and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Certain services may be provided by affiliates of PCIA.
Q2 2025 Quarterly Marketing Webinar - Events Playbook
Today, we’re digging into OPEC’s latest move: a plan to boost oil production starting in June. Why now? What does it mean for inflation, markets, and maybe even your next trip to the gas pump? Whether you’re an investor, an economist, or just tired of playing the gas price guessing game, we’ve got answers. Our investment team has prepared a special video featuring Clayton Allison, Portfolio Manager, and Will McGough, Deputy Chief Investment Officer to provide clarity and context. In this discussion, they break down OPEC’s decision, explain the potential impacts on inflation and energy prices, and offer perspective on what it all means for your portfolio and financial goals. *We have prepared a helpful resource for you which discusses taxes and retirement. Head to the link to download the piece now! https://primefinancial.com/5-things-you-need-to-know-for-a-successful-retirement/?utm_source=digital&utm_medium=youtube&utm_campaign=taxesandretiremen** *Want to chat with an advisor? Head to this link now to set up a no obligation 15 minute consultation. https://primefinancial.com/contact/* *Intro* - 0:00 *Who is OPEC?* - 1:15 *What did OPEC just do?* - 2:40 *Why does this announcement matter?* - 4:18 *Is there an impact on the economy when oil prices fall?* - 5:57 *Who is benefitting from this?* - 7:18 #marketvolatility #financialadvisors #economy #stockmarket #OPEC The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Past performance is no guarantee of comparable future results. No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal or tax advice. PCIA and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Certain services may be provided by affiliates of PCIA.
Crude Moves: Why OPEC's Production Bump Matters Now
In this week's market update, Clayton is discussing a variety of topics! He dives into recent Nonfarm Payrolls data, Take-Two Interactive, and Magnificent 7 earnings. *Intro* - 0:00 *Nonfarm Payrolls Data* - 0:26 *Take-Two Interactive* - 1:04 *Magnificent 7 Earnings* - 2:10 *Next Week* - 2:54 *Please fill out the contact form on our website if you would like to chat with a financial advisor. https://primefinancial.com/contact/?utm_source=digital&utm_medium=youtube&utm_campaign=weekly_market_recap_video* The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Past performance is no guarantee of comparable future results. No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal or tax advice. PCIA and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Certain services may be provided by affiliates of PCIA.
Prime Capital Weekly Update 5/2/25
Markets have entered a turbulent stretch, driven by headline-making events like geopolitical tensions and tariff concerns. These day-to-day swings can be unsettling—but they’re a natural part of the long-term investing journey. History has shown that the best days often follow the worst, making it nearly impossible to time the market. That’s why staying consistent through periods of volatility is so important. Our investment team is closely monitoring the shifting narrative and remains focused on helping clients navigate uncertainty with confidence. To provide clarity and context, our investment team has prepared a special video featuring Clayton Allison, Portfolio Manager, and Will McGough, Deputy Chief Investment Officer. *We have prepared a helpful resource for you which discusses emotional investing. Head to the link to download the piece now! https://primefinancial.com/how-to-avoid-emotional-investing/?utm_source=digital&utm_medium=youtube&utm_campaign=emotionalinvesting* *Want to chat with an advisor? Head to this link now to set up a no obligation 15 minute consultation. https://primefinancial.com/contact/* *Intro* - 0:00 *What has been going on this week?* - 0:21 *How does the economic data impact Fed policy decisions going forward?* - 2:25 *What is being observed with companies giving forward guidance?* - 3:31 *What should investors be doing in volatile markets?* - 6:00 #marketvolatility #financialadvisors #economy #stockmarket #fed The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Past performance is no guarantee of comparable future results. No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal or tax advice. PCIA and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Certain services may be provided by affiliates of PCIA.
How Headlines are Shaping Market Movements
Kaden Wren | Prime Capital Financial | https://primefinancial.com/ In this episode of Retirement News Online, Kaden Wren shares 401k strategies for retirement. The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Past performance is no guarantee of comparable future results. No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal or tax advice. PCIA and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Certain services may be provided by affiliates of PCIA.
Kaden Wren of Prime Capital Financial Talks 401k in Retirement
Kaden Wren | Prime Capital Financial | https://primefinancial.com/ In this episode of Retirement News Online, Kaden Wren shares retirement tax planning tips. Are you prepared for taxes in retirement? The information contained herein is (1) for informational/educational purposes only, (2) is not a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Past performance is no guarantee of comparable future results. No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal or tax advice. PCIA and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Certain services may be provided by affiliates of PCIA.
Kaden Wren of Prime Capital Financial Shares Retirement Tax Planning Tips
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Ashlea Jones, Financial Advisor

Prime Capital Financial, LLC

Cedar Rapids
1815 Boyson Rd.
Hiawatha, IA 52233

(319) 269-7143

Learn About Ashlea Jones

Barron’s Top 100 RIA Firm 2023 award was received in September 2023 for the 2022-2023 year timeframe from Barron’s and no compensation was involved. KCBJ Fee Based Investment Advisors 2023 award was received September 2023 for the 2022 year by Kansas City Business Journal and no compensation was involved.

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. This information does not constitute legal or tax advice. Prime Capital Financial and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations.

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