Edward Jones Financial Advisor: Jackie Lee

11/02/2026

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and Great Places to Work®.

Behind this recognition are colleagues whose contributions reach our firm and into the communities we serve. Their talent, ideas and dedication shape a workplace where people champion one another and take pride in what they accomplish together.
A culture that attracts talented people, inspires innovation, and helps us deliver on our commitment to serving clients with care and integrity.

Thank you to our colleagues for making this achievement possible. We're proud of their impact, the workplace they shape, and our place among the best in the industry

Disclosure: 2026 Fortune Best Workplaces in Financial Services & Insurance, published October 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4ivuW8q

10/30/2026

Preserving a legacy isn't only about what we leave behind. It's also about what we're building for the future. That's why I'm excited about the partnership between Jones and the Southwest Venture Forum, co-hosted by the Caruth Institute and Cox - William S. Spears Institute for Entrepreneurial Leadership at the Cox School of Business.

Together we're helping champion innovation and entrepreneurship that can strengthen the North Texas community for years to come.

10/29/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4yNKEC0

10/28/2026

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/4imrUnc

10/26/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4jBL7DA



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

10/25/2026

Loved supporting Hope House this evening for their first gala! Such a fun evening and over $500,000 raised to provide forever homes to their residents 🤩

10/23/2026

A meaningful legacy is built by creating opportunities that endure for generations. I'm proud that Edward Jones is partnering with Texas Women's Foundation to help foster
opportunities for women and families while reinforcing our commitment to the communities we love.

10/21/2026

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to consider. Read more about 401(k) withdrawals and loans, and feel free to reach out to me with any questions: https://bit.ly/4z14IBM

10/21/2026

Running a business is about more than revenue. It’s about purpose, resilience, and investing in something you believe in.

When your everyday business spending and long-term goals are viewed together, you get clearer perspective on what growth really looks like.

Simplify your financial life with the Everyday Solutions Business Card.

Learn more here: https://bit.ly/3U4qYM5

10/19/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out.