John Lee
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesAug 2024 to now
- FacetJun 2023 to Jun 2024
- UnemployedDec 2022 to Jun 2023
- Cerity PartnersApr 2022 to Dec 2022
- Msec, LLCJan 2021 to Mar 2022
- Mariner Wealth AdvisorsJan 2021 to Jan 2022
- Mlo Financial GroupNov 2020 to Jan 2021
- MML Investors Services, LLCApr 2020 to Nov 2020
- Massmutual Life Insurance CompanyFeb 2020 to Nov 2020
- Bancwest Investment ServicesMar 2018 to Jan 2020
- Bank of the WestMar 2018 to Jan 2020
- TdameritradeMar 2017 to Mar 2018
- E*trade Capital Management LLCJun 2016 to Mar 2017
- E*trade Securities LLCJun 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5875962
- Firm CRD
- 250