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Michael Joseph Lee

Raymond James Financial Services Advisors, Inc

Baton Rouge, LA

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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-27
LA RA APPROVED 2026-04-23
  • TX RA
    APPROVED
    Since 2026-07-27
  • LA RA
    APPROVED
    Since 2026-04-23

Branch Locations

9191 Siegen Ln Bldg 1, Baton Rouge, LA 70810 • 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
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Baton Rouge LA 11/2025 Present
Blue Cross And Blue Shield Of Louisiana D/B/A Louisiana Blue Baton Rouge LA 07/2014 12/2025
Lee Wealth Advisors Baton Rouge LA 11/2025 Present
Raymond James Financial Services Advisors, Inc Baton Rouge LA 04/2026 Present
  • 11/2025 → Present
    Raymond James Financial Services, Inc.
    Baton Rouge, LA
  • 07/2014 → 12/2025
    Blue Cross And Blue Shield Of Louisiana D/B/A Louisiana Blue
    Baton Rouge, LA
  • 11/2025 → Present
    Lee Wealth Advisors
    Baton Rouge, LA
  • 04/2026 → Present
    Raymond James Financial Services Advisors, Inc
    Baton Rouge, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-14
  • S66 Uniform Combined State Law Examination
    2026-04-14
Other Names
  • Michael Joseph Lee

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
3RD STREET CAPITAL MANAGEMENT L.L.C.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

RYAN MATTHEW MALONE
Andrew K Scholl
DANIELLE T CREPPEL
Thomas S Piland
BRIAN M SARTIN
Michael T Fels
Paul B Langston
TERENCE E GINN

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
CETERA INVESTMENT ADVISERS LLC · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP · BATON ROUGE, LA
MORGAN STANLEY · Baton Rouge, LA
J.P. MORGAN SECURITIES LLC · Baton Rouge, LA
J.P. MORGAN SECURITIES LLC · BATON ROUGE, LA

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