Raymond James Financial Services Advisors
44yrs
Top advisor by experience in Hermitage
30yrs
Based in Hermitage, Pennsylvania, Lee Schmidt is a fiduciary financial advisor with 30 years of industry experience. Lee joined Edward Jones in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 45 advisors with offices in Hermitage, and one of 28 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 5% by experience at Edward Jones
OfficeMaple Square Plaza 2948 East State Street, Hermitage, PA 16148
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowEdward JonesCurrent firm
Contact Lee
Local office(724) 981-3556Ask for Lee. (314) 515-2000Main office · St. Louis, MO Maple Square Plaza 2948 East State StreetHermitage, PA 16148Office · Get directions
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Questions to ask Lee
Tailored to Lee’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lee
How do I contact Lee?
Call Lee’s local office at (724) 981-3556 or the Edward Jones main office at (314) 515-2000, and ask for Lee Schmidt.
How long has Lee been a financial advisor?
Lee has been in the industry since 1996, about 30 years. Top 5% by experience at Edward Jones.
What licenses does Lee hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Lee a fiduciary?
Lee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lee paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Lee for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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