Edward Jones - Financial Advisor: Ariel J Lee

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.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4gcvTRX

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Sweet 16! Happy anniversary to my beautiful bride Katy Lee! This girl supports me and all my crazy dreams. I am so proud of her and have loved watching her leadership grow. The world is a better place because of her!

Love these boys!

The average tenure of a leader in the financial services industry is 8.4 years. At Edward Jones, we’ve had just six managing partners over the course of our 100-year history. These leaders have offered stability to our firm and clients and helped us deliver on an investment philosophy focused on long-term investment strategies and diversified portfolios filled with quality investments.

Pat Jones, the wife of former Edward Jones Managing Partner Ted Jones and a symbol of sustainability for our firm, had an inspiring commitment to conservation and sustainability. It reminds us that we’re also here to invest in our planet to ensure a bright, sustainable future for all.

April 18 is the big deadline during tax season, but other deadlines are also worth noting.

Tax season calendar View important deadline dates for traders, furnishing tax forms and filing tax returns.

Over 100 years, women at Edward Jones have lit the way for a bright, bright future. One such important woman includes Marion Dickey. She empowered women across the nation in the ‘60s as the president of the National Woman’s Ad Club before becoming Edward Jones’ first female financial advisor.