Edward Jones - Financial Advisor: Ariel J Lee

06/20/2024

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!

08/17/2023

Love these boys!

11/11/2022

04/25/2022

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.

04/14/2022

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.

04/12/2022

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

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

04/08/2022

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.

03/08/2022

Have you accessed your tax forms yet? You can view, print and download them here. You also can securely share your tax forms with your tax professional.

View, download and print forms, import to tax prep software and share forms with a tax professional.

03/02/2022

Thank you for 100 years of partnership.

2022 marks a century of building and growing relationships in communities across North America. We're honored to be part of your journey.

03/01/2022

You’ve likely heard the term “cost basis.” But why is it important, and why do you hear about it more around tax time?

\\\"Cost basis\\\" is probably a term you’ve heard before. Learn what it really means and why it's important.

02/22/2022

You likely want your tax preparation to go as smoothly as possible. Check out these common questions we hear at Edward Jones from clients during tax season.

Find answers to common tax-filing questions for your taxable and retirement accounts.

02/21/2022

Countless collaborations. Limitless innovation. And a driving purpose to make a lasting impact. That’s what we’re celebrating in 2022.