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Jon Lee

Edward Jones

Raleigh, NC

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-04
NC RA APPROVED 2018-03-16
  • TX RA
    APPROVED
    Since 2019-01-04
  • NC RA
    APPROVED
    Since 2018-03-16

Branch Locations

4040 Ed Dr Suite 105, Raleigh, NC 27612-8091 • 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 01/2018 Present
Guideit Plano TX 01/2015 07/2017
Retired Raleigh NC 08/2017 12/2017
  • 01/2018 → Present
    Edward Jones
    St Louis, MO
  • 01/2015 → 07/2017
    Guideit
    Plano, TX
  • 08/2017 → 12/2017
    Retired
    Raleigh, NC
Other Businesses

Rental Property Raleigh, NC Start date: 9/1/2004 Owner Hours per week: 1 Hours during trading: 1 Landlord.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-15
  • S66 Uniform Combined State Law Examination
    2018-03-15
Designations

View on SEC IAPD

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Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Raleigh, NC

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