Lee M Van Pelt

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → Present
  Edward Jones
  St Louis, MO
• 06/2018 → 01/2021
  Delta Sand & Gravel
  Eugene, OR
• 09/2017 → 05/2018
  Roseburg Forest Products
  Coquille, OR
• 01/2017 → 07/2017
  Keller Williams Realty Sonoran Living
  Phoenix, AZ
• 06/2015 → 12/2016
  Northwest Christian University (Bushnell University)
  Eugene, OR

Other Businesses

Coos Bay RD LLC Type of business: Retail Coos Bay, OR Start date: 10/1/2024 owner Hours per week: 1 Hours during trading: 0 Desc: Part owner with family. Main responsibilities is receiving shipments, stocking, and display setup City-State: Coos Bay OR***

Exams

• S66 Uniform Combined State Law Examination
  2021-03-22

Designations

• Certified Financial Planner

Other Names

• Lee Van Pelt