Financial Advisors
Oklahoma City, OK
Edward Jones financial advisor John Lee, AAMS®, provides personalized financial planning and investment management services to individuals and families in Oklahoma City. With credentials in financial advisory, John Lee helps clients develop strategies for retirement planning, investment portfolio management, and long-term wealth building. Edward Jones is known for its one-on-one advisory approach and commitment to understanding each client's unique financial goals.
Ideal for: Families building long-term wealth, Pre-retirees and retirees, Small business owners seeking investment guidance
Service area: Oklahoma City and surrounding areas
AAMS® Credential: John Lee holds the Accredited Asset Management Specialist designation, demonstrating advanced training in investment management and financial planning.
Personalized One-on-One Advisory: Edward Jones emphasizes individualized financial planning tailored to each client's specific goals and circumstances, rather than one-size-fits-all solutions.
Address: 1116 Classen Dr, Oklahoma City, OK 73103
Phone: (405) 562-7341
Website: edwardjones.com
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