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portrait of John Lee
FINANCIAL ADVISOR

John Lee

AAMS™
1116 Classen Drive, Oklahoma City, OK 73103opens in a new window
CallSend Me a Message

About John

Your goals are my priority. It’s my job to understand them, and that’s also my passion. When things change, as they inevitably do, I’ll be there to help you stay on course. As an Edward Jones financial advisor, I’ll guide you through life events and investment decisions and help you avoid common investor mistakes.

The people I work with in this business inspire me. I’m happy to say it gives me an opportunity to fulfill my passion of helping to improve the lives of families and businesses in our community by helping them reach their financial goals.

I'm inspired every...

Focus Areas

  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Business Retirement Plans
  • New Investors
  • Portfolio Reviews
  • Sustainable investing

Work History

  • Edward JonesNovember 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of OklahomaBachelor of Science

Personal Interests

  • Basketball
  • Technology
  • Running
  • Cooking
  • Golfing

Team Members

  • Kathleen Cavanaugh
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(405) 562-7341

Fax

(833) 278-7557

Office Address

1116 Classen Drive
Oklahoma City, OK 73103opens in a new window

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