I first became interested in investing when I wanted to improve my health for the future. Like many, I didn't have someone to help me with my financial needs, but once I started investing by starting a Roth IRA contribution, I found out I loved learning about businesses and reading books about other great investors. I was hooked.
As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. I serve as a partner and guide to my clients, guiding them through life events and investment decisions, as well as helping avoid common investor mistakes. I am happy to say that my business is a chance for me to fulfill my passion of helping to improve the lives of families and businesses in our community.
I'm inspired every single day by the people I get to work with and meet. I am Oklahoma born and bred and feel honored to be able to serve the Oklahoma City community. Edward Jones stands out to me because of the way we value human-centered service with our clients; being a partnership and not a publicly traded company; and the vast amount of resources that is provided and is always up to date.
On a more personal note, my fiancée, Yan, and I love walking our dogs at Hefner lake, trying out new restaurants and doing puzzles. I graduated with a Bachelor of Science at the University of Oklahoma. After college, I spent years working at different pharmacies before I decided that I could make a more meaningful impact on people's lives through financial advising with Edward Jones.
If you are looking for a financial advisor that values one-on-one relationships and convenient scheduling, give me a call or stop by my branch. Let's schedule an appointment so I can discuss your options or have a review of your current situation - I look forward to seeing you.
- Entrepreneurs & Business Owners
- Charitable Giving
- Business Retirement Plans
- New Investors
- Portfolio Reviews
- Socially Conscious Investing
My Personal Interests
- Movies & Entertainment
Phone NumberJohn Lee at (405) 562-7341
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