MOK Capital Management
46yrs
Top advisor by experience in Los Altos
15yrs
John Lee
Financial advisor at Edward Jones
John Lee has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Los Altos, California. John has been with Edward Jones since 2024; before that, John spent a year at Facet and a year at Cerity Partners. John holds the CFP® designation.
One of 78 advisors with offices in Los Altos, and one of 65 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 67% of advisors at Edward Jones
Office4966 EL Camino Real Suite 125, Los Altos, CA 94022
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowEdward JonesCurrent firm
- Jun 2023 – Jun 2024FacetPreviously
- Apr 2022 – Jan 2023Cerity Partners LLCPreviously
- Feb 2021 – Mar 2022MarinerPreviously
- Apr 2020 – Nov 2020MML Investors Services, LLCPreviously
- Apr 2018 – Jan 2020Bancwest Investment Services, Inc.Previously
- Mar 2017 – Mar 2018TD Ameritrade, Inc.Previously
- Mar 2017 – Mar 2018TD Ameritrade Investment Management, LLCPreviously
Earlier career (3 more)
- Jun 2016 – Mar 2017Harrisdirect LLCPreviously
- 2012 – 2016Strategic Advisers LLCPreviously
- May 2011 – Mar 2012New England SecuritiesPreviously
Contact John
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for John. 4966 EL Camino Real Suite 125Los Altos, CA 94022Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- 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 John
How do I contact John?
Call Edward Jones at (314) 515-2000 and ask for John Lee. John works from the Los Altos, CA office.
How long has John been a financial advisor?
John has been in the industry since 2011, about 15 years. More experience than 67% of advisors at Edward Jones.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask John 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.
Other advisors nearby
Pwjohnson Wealth & Legacy
39yrs
Top 3% by experience in Los Altos
Changing Parameters
35yrs
Top 4% by experience in Los Altos
Edward Jones
33yrs
Top 3% by experience at Edward Jones
Gates Pass Advisors
33yrs
Top 6% by experience in Los Altos
Independent Financial Group
32yrs
Top 8% by experience in Los Altos