Lloyd Lee

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:

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-01-03
IN	RA	APPROVED	2018-10-15

TX RA
APPROVED

Since 2019-01-03
IN RA
APPROVED

Since 2018-10-15

Branch Locations

8049 N County Rd 600 W Suite 102, Mccordsville, IN 46055 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	08/2018	Present
Unemployed	Fishers	IN	02/2018	08/2018
College Of The Holy Cross	Worcester	MA	03/2017	01/2018
Unemployed	Fishers	IN	11/2016	03/2017
Usa Football	Indianapolis	IN	02/2016	11/2016

08/2018 → Present

Edward Jones

St Louis, MO
02/2018 → 08/2018

Unemployed

Fishers, IN
03/2017 → 01/2018

College Of The Holy Cross

Worcester, MA
11/2016 → 03/2017

Unemployed

Fishers, IN
02/2016 → 11/2016

Usa Football

Indianapolis, IN

Other Businesses

Hamilton Southeastern Education Foundation Fishers, IN Start date: 8/17/2023 Boardmember / President Hours per week: 0 Hours during trading: 0 Engage the HSE Schools and Fishers community through the Tigers Royals Alumni Network, social media, and school liaison program. Fund Development through events, external grants, and individual donor growth.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-12

S66 Uniform Combined State Law Examination

2018-10-12

Designations

Certified Financial Planner

Other Names

Lloyd Seyoung Lee
Lloyd S Lee

View on SEC IAPD