Jennifer Lee (CRD# 6811676) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 6 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merriman Wealth Management, LLC | Seattle, WA | Dec 2019 - Current | 4 |
| Avier Wealth Advisors | Bellevue, WA | May 2018 - Nov 2019 | 1 |
| Avier Wealth Advisors | Bellevue, WA | Nov 2017 - May 2018 | < 1 |
| Edward Jones | St Louis, MO | Jun 2017 - Oct 2017 | < 1 |
| Huntington Learning Center | Bellevue, WA | May 2016 - Mar 2017 | < 1 |
| Microsoft | Redmond, WA | Jul 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- WA
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Total Assets Under Management3,606MILLIONS
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Total Number of Accounts2,370ACCOUNTS
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Average Account Value$1,521,444
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, FL, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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