Jeffrey LeeCRD Number: 6031616
Current Firm: Edward Jones
Jeffrey Lee (CRD# 6031616) is an Investment Advisor Representative working at Edward Jones in Bossier City, LA and has over 4 years of experience in the finance industry.
Adkins Seale Capital Management LLC
Wells Fargo Advisors, LLC
Eagle Strategies LLC
|Edward Jones||St Louis, MO||Feb 2012 - Current||5|
|Townsquare Media||Shreveport, LA||Jul 2011 - Feb 2012||< 1|
|Lamar Outdoor||Shreveport, LA||May 2010 - Jul 2011||1|
|Outback Steakhouse||Shreveport, LA||Mar 2010 - May 2010||< 1|
|The Wooden Spoon||Bossier City, LA||Nov 2009 - Mar 2010||< 1|
|Shelter Mutual Insurance||Bossier City, LA||Oct 2008 - Oct 2009||1|
|Boone Funeral Home||Bossier City, LA||Feb 2008 - Oct 2008||< 1|
|I.q. Financial||Shreveport, LA||Feb 2007 - Feb 2008||1|
|The Mitchell Company||Bossier City, LA||Sep 2006 - Feb 2007||< 1|
|Unemployed||Ruston, LA||Feb 2001 - Sep 2006||5|
|Lees Lawn||Haughton, LA||Dec 2001 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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