Lincoln Investment
28yrs
Top advisor by experience in Snellville
27yrs
Jeff Lee
Financial advisor at Edward Jones
Jeff Lee has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Snellville, Georgia. Jeff joined Edward Jones in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Jeff holds the CFP® designation.
One of 25 advisors with offices in Snellville, and one of 22 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 9% by experience at Edward Jones
Office2336 Wisteria Dr Building 2 Suite 210, Snellville, GA 30078
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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowEdward JonesCurrent firm
Questions to ask Jeff
Tailored to Jeff’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jeff
How do I contact Jeff?
Call Edward Jones at 314-515-2000 and ask for Jeff Lee. Jeff works from the Snellville, GA office.
How long has Jeff been a financial advisor?
Jeff has been in the industry since 2000, about 27 years. Top 9% by experience at Edward Jones.
What licenses does Jeff hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jeff a fiduciary?
Jeff is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeff paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jeff 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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