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Jeff Lee

Edward Jones

Snellville, GA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-04
GA RA APPROVED 2021-03-04
  • TX RA
    APPROVED
    Since 2023-12-04
  • GA RA
    APPROVED
    Since 2021-03-04

Branch Locations

2336 Wisteria Dr Bldg 2 Suite 210, Snellville, GA 30078-6191 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sph Analytics Duluth GA 01/2013 08/2020
Unemployed Buford GA 08/2020 12/2020
Edward Jones Snellville GA 12/2020 Present
Uber Buford GA 01/2016 12/2016
  • 01/2013 → 08/2020
    Sph Analytics
    Duluth, GA
  • 08/2020 → 12/2020
    Unemployed
    Buford, GA
  • 12/2020 → Present
    Edward Jones
    Snellville, GA
  • 01/2016 → 12/2016
    Uber
    Buford, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-02
S63 Uniform Securities Agent State Law Examination 2000-02-01
  • S66 Uniform Combined State Law Examination
    2021-03-02
  • S63 Uniform Securities Agent State Law Examination
    2000-02-01
Designations
Other Names
  • Lee Daniel Lee
  • Jeff Lee
  • Jeffrey Daniel Lee

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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PNC WEALTH MANAGEMENT LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

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WESLEY ALLEN AIKENS
BRENT MICHAEL REEMS
Juleigh Lanelle Shinn
Rebecca Lee Pryor

Other Offices

CETERA INVESTMENT ADVISERS LLC · SNELLVILLE, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SNELLVILLE, GA
LPL FINANCIAL LLC · SNELLVILLE, GA
SUNGLOW WEALTH ADVISORY LLC · SNELLVILLE, GA
PNC WEALTH MANAGEMENT LLC · SNELLVILLE, GA
EDWARD JONES · SNELLVILLE, GA
BROOKSTONE CAPITAL MANAGEMENT LLC · Snellville, GA
EDWARD JONES · SNELLVILLE, GA

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