Edward Jones - Financial Advisor: Lee Han

Edward Jones - Financial Advisor: Lee Han Life is a journey with many paths, each shaping our future and impacting those we care about. At Edward Jones, investing is more than just your net worth.

Prioritizing these decisions can be overwhelming, especially with life's inherent unpredictability. Life is a journey with many paths, each shaping our future and impacting those we care about the most—our friends, our families, and our parents. Prioritizing these decisions can be overwhelming, especially with personal goals and life's inherent unpredictability. At these pivotal moments, we all ne

ed guidance. Here at Edward Jones, investing is more than just your net worth. It is also about the important moments throughout your life journey that bring you meaning. My passion is partnering with young professionals, families, and businesses to achieve their financial goals. To truly help my clients, I start by listening to what is most important to them and where they want to be, and then we work collaboratively to build holistic financial strategies. These strategies are designed to simplify the many decisions along life's journey, focusing on goal setting that prioritizes accumulation, protection, and transfer of wealth. At Edward Jones, we are committed to helping you stay on track, even during life's unexpected detours. Your involvement and input are crucial to our approach. Before Edward Jones, I had a successful career in engineering, solving complex problems. This unique background brings a fresh perspective to financial advising. I graduated from Portland State University and moved to Seattle for several years. In 2024, my family and I moved back to Oregon from Austin, TX. During my engineering career, I often found myself sharing financial knowledge with family, friends, and even coworkers, sparking deeper conversations. This passion for helping others manage their finances inspired my transition. Outside of work, I have the privilege of being a husband to my wife of 10 years. My wife was born and raised in Oregon and now serves the community where we live as a Nurse. Together, we are proud parents of a lively 2-year-old son. Away from my desk, my top priority is spending quality time with my family and enjoying the beauty of the PNW. We love outdoor activities, and I'm exploring woodworking and getting back into tennis. Balancing family life with professional dedication helps me understand the importance of financial planning for all stages of life. Contact my office and schedule a time to connect over coffee, phone, or even virtually. I serve my local community and others across the country. Let's partner to turn your dreams into reality.

You can offer your employees practical, judgment-free financial education — including interactive tools, on-demand conte...
09/04/2026

You can offer your employees practical, judgment-free financial education — including interactive tools, on-demand content and live webinars — at no additional cost to eligible organizations.

Help employees with their personal finances

09/02/2026

As we head towards the back half of 2026, it’s a good time to step back and remember three important ground rules for long-term investors. Principal, Head of Investment Strategy Mona Mahajan discusses strategies and best practices for investing during uncertainty.

Watch the full episode: https://bit.ly/4xRYMe9

Big wins often start with smart planning. Whether you’re in your rookie season or nearing retirement, a thoughtful game ...
08/26/2026

Big wins often start with smart planning. Whether you’re in your rookie season or nearing retirement, a thoughtful game plan can help you work toward what matters most.

Edward Jones is proud to be the Official Wealth Management Partner of Oregon Athletics. This legendary program knows the importance of teamwork and planning for what’s ahead. And so do we. Let’s build a financial strategy that works for your life.

Learfield Sports, LLC and the University of Oregon are not current clients of Edward Jones. These entities were compensated for these endorsements. For more information, visit https://bit.ly/3SR37Pg.

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the ...
08/23/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you hammer this out and build a strategy for what's important to you. Let’s chat.

08/21/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4gjG0Ve

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

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.

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path bac...
08/17/2026

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/4xLaAhE

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

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/3TOAUZL

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

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.

Travel plans don’t always follow a straight line. Flights change. Schedules shift. Expenses add up.When your everyday sp...
08/12/2026

Travel plans don’t always follow a straight line. Flights change. Schedules shift. Expenses add up.

When your everyday spending and long-term goals are viewed together, it can be easier to make decisions along the way, while keeping your path clearly in view.

Simplify your financial life with Edward Jones®️ Everyday Solutions Checking and Credit Cards, powered by U.S. Bank®️.

Learn more here: https://bit.ly/4wzj4HS

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

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Fairview, OR

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