Lee Mcpherson

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

• 08/2019 → Present
  Edward Jones
  St Louis, MO
• 02/2010 → Present
  Mt Eden Organics Inc
  Santa Cruz, CA

Other Businesses

Mt. Eden Organics, Inc Type of business: N/A Mad River, CA Start date: 6/15/2009 Owner Hours per week: 0 Hours during trading: 0 NO RESPONSIBILITIES*** **** Rental Income Type of business: Rental Property Portland, OR Start date: 6/1/2016 Owner Hours per week: 0 Hours during trading: 0 MAINTAIN PROPERTY*** **** Rental Income Type of business: Rental Property Portland, OR Start date: 9/11/2018 Owner Hours per week: 0 Hours during trading: 0 MAINTAIN PROPERTY*** **** Rental Property Bridgeville, CA Start date: 3/1/2012 Owner Hours per week: 0 Hours during trading: 0 This is an empty warehouse. It could be rented out again in the future. but it is currently not rented. **** "Rental Income Type: Rental Property Date: 12/01/20 Title: Co-owner Trad Hrs: 0 Tot Hrs: 0 Desc: none, property manager handles everything City-State: Portland OR"

Exams

• S66 Uniform Combined State Law Examination
  2019-10-11

Designations

• Certified Financial Planner