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Advisors / Florida / St. Petersburg
13yrs

Jee Lee

Financial advisor at Raymond James Financial Services Advisors

Jee Lee has worked in the financial industry for 13 years and is a fiduciary financial advisor based in St. Petersburg, Florida. Jee has been with Raymond James Financial Services Advisors since 2013. Raymond James Financial Services Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.

St. Petersburg, FL 33716Fiduciary advisor

At a glance

Experience13 years (since 2013)
How that compares ?13 years in the industry
Office880 Carillon Parkway, St. Petersburg, FL 33716
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state

Services through Raymond James Financial Services Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

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.

Series 66Uniform Combined State Law Examination

Career

  1. 2013 – now

Questions to ask Jee

Tailored to Jee’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Jee

How do I contact Jee?

Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Jee Lee. Jee works from the St. Petersburg, FL office.

How long has Jee been a financial advisor?

Jee has been in the industry since 2013, about 13 years. 13 years in the industry.

What licenses does Jee hold?

Series 66. Tap any license on this page to see what it allows.

Is Jee a fiduciary?

Jee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jee paid?

Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Jee 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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