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Jeff L

CFP®, Series 63, Series 66

Snellville, GA

Edward Jones

Jeff Lee is a CFP®-certified financial advisor with Edward Jones, based in Snellville, GA. He has 17 years of industry experience, including roles at SPH Analytics and Uber prior to joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy Business ownership considerations Founder/Business Owner Military & Veterans Widow/Widower
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