Jonathan Lee, CFP
U.S. Bank Private Wealth Management (PWM)
Certified Financial Planner in Saint Louis, MO
https://www.linkedin.com/in/jonathan-lee-cfa-cfp®-b9a85442
Address:505 N 7th St Fl 16
Saint Louis, MO 63101
About Jonathan Lee
Jonathan Lee is a financial professional at U.S. Bank Private Wealth Management (PWM) located in Saint Louis, Missouri. Jonathan Lee holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jonathan Lee provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jonathan Lee505 N 7th St Fl 16
Saint Louis, MO 63101
Phone Number:
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Website:
https://www.linkedin.com/in/jonathan-lee-cfa-cfp®-b9a85442
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