John Patrick Lee

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Westlake, OH
• 11/2016 → 04/2025
  Wells Fargo Clearing Services, Llc
  Westlake, OH
• 04/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Westlake, OH

Previous Registrations

• 2004-11-29 → 2025-04-01
  Wells Fargo Clearing Services, Llc
  Westlake, OH
  Westlake, OH
  Westlake, OH
• 1999-11-22 → 2004-12-02
  Keybanc Capital Markets Inc.
  Cleveland, OH

Other Businesses

ST. RAPHAEL CATHOLIC CHURCH FINANCE COUNCIL, NOT INV RELATED, BAY VILLAGE, OH, CHAIRPERSON, START 11/1/2023, 4 HOURS PER MONTH, 0 HOURS DURING TRADING.| JOBEE ENTERPRISES INC, NOT INV RELATED, WESTLAKE, OH, EVENT PLANNING AND CORPORATE SPONSORSHIP, 50% OWNERSHIP; START 1/02/1995, 1 HR PER MONTH, 1 HOUR DURING TRADING| BILO LLC; INV RELATED; WESTLAKE, OH; 25% OWNERSHIP; START 02/02/2025; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET TRANSITION.| JOHNCO LLC; INV RELATED; WESTLAKE, OH; 100% OWNERSHIP; START 02/03/2025; 4 HOURS PER MONTH; 0 HOUR DURING TRADING; FINET TRANSITION LLC TO RECEIVE NOMINATED FUNDS FROM 1099 INCOME| ESTATE OF BIRTH MOTHER; INV RELATED; SEQUIM, WA; EXECUTOR; START DATE 04/14/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING | YOUR BRIDGE WEALTH MANAGEMENT LLC; INV RELATED; WESTLAKE, OH; 20% OWNERSHIP; START DATE 02/03/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; FINET PRACTICE

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-29
• S63 Uniform Securities Agent State Law Examination
  1991-12-03

Other Names

• John Patrick Lee
• John Lee