Christopher Ray Lee

Advisor at Edward Jones — Tiffin, OH W Market St

Updated today

Credentials

CFP®, Series 66

Experience

7 years

Location

Tiffin, OH 44883

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Christopher Lee is a CFP® and Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. He previously worked at US Bank, Webster Industries Inc., and co-owns a hair salon in Tiffin, Ohio, where he assists with employee performance reviews and financial management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Family Business Business ownership considerations Business succession planning General estate planning guidance

Occupation focus

Founder/Business Owner Executive

Demographic focus

Intergenerational Families

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Tiffin, OH W Market St

2459 W Market St

Tiffin OH 44883

Advisors at this office

1

Most active in

Ohio · Texas

Work history

7 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

US Bank

2017 - 2019 • 2 years

Tiffin, OH

Webster Industries Inc.

2014 - 2017 • 3 years

Tiffin, OH

Bri & Co. LLC

2013 - 2019 • 6 years

Tiffin, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kevin D

Series 63

Tiffin, OH

Stonex Advisors Inc.

Kevin Dick is a financial advisor with StoneX Advisors Inc. in Tiffin, Ohio, holding a Series 63 designation and 28 years of industry experience. He has worked at StoneX Advisors Inc. since 2015 and previously at Wrp Investments, Inc. from 2002 to 2015. Outside of advisory work, he is involved in tractor pulling as a hobby activity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of portfolio implementation platforms and managers, offering diverse account structures and model-based investment strategies.

ESG / Sustainable investing
user avatar

Dylan D

Series 63, Series 65

Fostoria, OH

Stratos Wealth Partners, Ltd

Dylan De Witt is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked with firms including LPL Financial and Financial Design Agency of Ohio. His background also includes roles in hospitality and university settings. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, model portfolios, and retirement consulting through a large network of investment adviser representatives. The firm’s approach combines individualized asset allocation, active monitoring, and access to proprietary and third-party strategies across multiple platforms and custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Weston R

Series 63

Tiffin, OH

Stratos Wealth Partners, Ltd

Weston Reinbolt is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 17 years of industry experience. He has worked at Stratos Wealth Partners since 2017 and previously at LPL Financial and New England Securities. Outside of advisory work, he owns and operates an event center with a bar called The Barn At Seneca Hills in Tiffin, Ohio. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering financial planning, advisor-managed programs, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with both proprietary and third-party investment strategies, operating through a large network of investment adviser representatives across multiple custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Jacob C

Series 66

Fostoria, OH

FIFTH THIRD SECURITIES, Inc.

Jacob Cordonnier is a financial advisor with Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2025, he worked at The Huntington Investment Company and Huntington National Bank from 2012 to 2025. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar

Aaron S

Tiffin, OH

Stratos Wealth Partners, Ltd

Aaron Smith is a financial advisor with Stratos Wealth Partners, Ltd in Tiffin, Ohio, holding 34 years of industry experience. He has been with Stratos Wealth Partners since 2017 and has a long career including roles at LPL Financial and ownership of Financial Design Agency of Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Mark D

Series 66

Fostoria, OH

Empower Advisory Group

Mark Dunfee is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones from 2014 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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