Christopher Ray 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:

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

Current Employers

Employment History

• 04/2019 → Present
  Edward Jones
  St Louis, MO
• 10/2017 → 04/2019
  Us Bank
  Tiffin, OH
• 02/2014 → 10/2017
  Webster Industries Inc.
  Tiffin, OH
• 02/2013 → 01/2019
  Bri & Co. Llc
  Tiffin, OH

Other Businesses

458 Miami St. Type of business: Rental Property Tiffin, OH Start date: 6/28/2010 Owner Hours per week: 1 Hours during trading: 0 This is a rental property that has had the same tenant for many years Bri & Co. LLC Type of business: Hair Salon Tiffin, OH Start date: 1/15/2013 Co-Owner Hours per week: 1 Hours during trading: 0 I am currently set at 1% owner this hair salon with my wife. On Sundays I review employees total weekly services/sales, enter this information on spreadsheets, send the necessary information to accountant for payroll, prepare weekly bank deposit and pay bills such as utility, credit card etc.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-03

Designations

• Certified Financial Planner