Edward Jones - Financial Advisor: John Mark Lee, CFP

Edward Jones - Financial Advisor: John Mark Lee, CFP Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000

financial advisors serving nearly 7 million investors, our firm has built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. Please call or stop by my office or visit https://www.edwardjones.com/us-en/financial-advisor/john-m-lee for more information.

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/43Ht9Xf

Want a more complete view of your overall financial well-being? Online Access allows you to connect your accounts outsid...
06/06/2026

Want a more complete view of your overall financial well-being? Online Access allows you to connect your accounts outside of Edward Jones.

Connect and view accounts you have elsewhere in Online Access.

Parents who help young adults build a strong financial education now are giving them a big boost toward a more money-sav...
06/05/2026

Parents who help young adults build a strong financial education now are giving them a big boost toward a more money-savvy adulthood. To help them get started, share the trove of financial wisdom we’ve complied at edwardjones.com/financialfuture

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. W...
06/04/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the pr...
06/03/2026

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

High-interest debt doesn’t have to define your financial path. As a financial advisor, I help clients take control with ...
06/02/2026

High-interest debt doesn’t have to define your financial path. As a financial advisor, I help clients take control with personalized strategies designed for lasting confidence. If this is something you’re interested in, let’s talk.

Your financial goals are unique — and helping you reach them is my goal. That’s why I offer financial planning designed ...
06/01/2026

Your financial goals are unique — and helping you reach them is my goal. That’s why I offer financial planning designed around your needs. See if it’s right for you.

Discover the power of planning: https://bit.ly/4x1GAP3

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4o1asqs

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable gu...
05/31/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/4x50usA

You have choices at Edward Jones. Let’s talk through the ways we can work together, from investing approaches to putting...
05/30/2026

You have choices at Edward Jones. Let’s talk through the ways we can work together, from investing approaches to putting together a comprehensive, personalized financial plan.

Discover the power of planning: https://bit.ly/4vE0ApB

Address

4966 El Camino Real, Ste 125
Los Altos, CA
94022

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Website

Alerts

Be the first to know and let us send you an email when Edward Jones - Financial Advisor: John Mark Lee, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category