Best Investors Account Sign in

Lisa Mason

Edward Jones

Fort Myers, FL

CRD 7837863

Claim This Profile
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:

Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-09
FL RA APPROVED 2024-02-29
  • TX RA
    APPROVED
    Since 2025-04-09
  • FL RA
    APPROVED
    Since 2024-02-29

Branch Locations

6150 Diamond Centre Ct #802, Fort Myers, FL 33912 • 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 12/2023 Present
Lee County Board Of Education Fort Myers FL 03/2022 11/2023
Primerica Estero LA 01/2022 10/2023
International Design Source Naples FL 03/2019 04/2020
Total Package Hockey Estero FL 02/2021 08/2021
Dish By Lisa Stouffville 07/2016 07/2017
N/A Estero FL 08/2017 02/2019
N/A Estero FL 05/2020 01/2021
N/A Estero 09/2021 12/2021
  • 12/2023 → Present
    Edward Jones
    St Louis, MO
  • 03/2022 → 11/2023
    Lee County Board Of Education
    Fort Myers, FL
  • 01/2022 → 10/2023
    Primerica
    Estero, LA
  • 03/2019 → 04/2020
    International Design Source
    Naples, FL
  • 02/2021 → 08/2021
    Total Package Hockey
    Estero, FL
  • 07/2016 → 07/2017
    Dish By Lisa
    Stouffville
  • 08/2017 → 02/2019
    N/A
    Estero, FL
  • 05/2020 → 01/2021
    N/A
    Estero, FL
  • 09/2021 → 12/2021
    N/A
    Estero
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-23
  • S66 Uniform Combined State Law Examination
    2024-02-23
Other Names
  • Lisa Howieson
  • Lisa Christine Mason

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.

Nearby Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL

More in Fort Myers, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor