Adam G 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

• 07/2019 → Present
  Edward Jones
  St Louis, MO
• 02/2019 → 05/2019
  Renpsg
  Indianapolis, IN
• 06/2018 → 08/2018
  Edward Jones
  St. Louis, MO
• 05/2017 → 08/2017
  Northwestern Mutual
  St. Louis, MO
• 08/2016 → 12/2018
  Butler University
  Indianapolis, IN
• 08/2015 → 05/2019
  Butler University
  Indianapolis, IN
• 05/2015 → 09/2016
  St. Louis County
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-08-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Adam Lee
• Adam Gregory Lee