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Adam G Lee

Edward Jones

Alto, MI

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-26
MI RA APPROVED 2020-01-27
MO RA APPROVED 2019-08-27
  • TX RA
    APPROVED
    Since 2025-08-26
  • MI RA
    APPROVED
    Since 2020-01-27
  • MO RA
    APPROVED
    Since 2019-08-27

Branch Locations

6737 Whitneyville Ave Se Ste A, Alto, MI 49302 • 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
Edward Jones St Louis MO 07/2019 Present
Renpsg Indianapolis IN 02/2019 05/2019
Edward Jones St. Louis MO 06/2018 08/2018
Northwestern Mutual St. Louis MO 05/2017 08/2017
Butler University Indianapolis IN 08/2016 12/2018
Butler University Indianapolis IN 08/2015 05/2019
St. Louis County St. Louis MO 05/2015 09/2016
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-23
  • S66 Uniform Combined State Law Examination
    2019-08-23
Designations
Other Names
  • Adam Lee
  • Adam Gregory Lee

View on SEC IAPD

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Other Offices

RBS WEALTH MANAGEMENT · ALTO, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
EDWARD JONES · CALEDONIA, MI
J.P. MORGAN SECURITIES LLC · CALEDONIA, MI
FIFTH THIRD SECURITIES, INC. · CALEDONIA, MI
J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI

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