Jeffrey LeeCRD Number: 6031616
Current Firm: Edward Jones
Jeffrey Lee (CRD# 6031616) is an Investment Advisor Representative working at Edward Jones in Shreveport, LA and has over 6 years of experience in the finance industry.
Adkins Seale Capital Management LLC
Capital One Advisors, LLC
Wells Fargo Clearing Services, LLC
|Edward Jones||St Louis, MO||Feb 2012 - Current||6|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.