Grant Charles Lee
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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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
- J.P. Morgan Securities LLCJul 2023 to Jul 2024
- JPMorgan Chase Bank, N.A.Jul 2023 to Jul 2024
- UnemployedJun 2023 to Jun 2023
- JP MorganJun 2022 to Aug 2022
- JP MorganJun 2021 to Aug 2021
- University of KentuckyAug 2019 to May 2023
- Photogenic IncAug 2018 to Jul 2019
- Andy's Frozen CustardMay 2017 to Aug 2018
- UnemployedFeb 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7783338
- Firm CRD
- 250