# John Lee

John Lee is an investment adviser representative (IAR) with state registration records since 2011, appearing at 11 firms. Currently registered with EDWARD D. JONES & CO., L.P..

## Registration history (11)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2024-08-16 | present | Yes |
| [FACET WEALTH, INC](https://search.stillhousedata.com/firm/285961) | 2023-06-20 | 2024-06-14 | — |
| [CERITY PARTNERS LLC](https://search.stillhousedata.com/firm/151559) | 2022-04-18 | 2023-01-04 | — |
| [MARINER, LLC](https://search.stillhousedata.com/firm/140195) | 2021-02-02 | 2022-03-31 | — |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2020-04-21 | 2020-11-05 | — |
| [BANCWEST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/29357) | 2018-04-04 | 2020-01-22 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2017-03-28 | 2018-03-28 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2017-03-28 | 2018-03-28 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2016-06-28 | 2017-03-22 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2012-04-05 | 2016-06-13 | — |
| [NEW ENGLAND SECURITIES](https://search.stillhousedata.com/firm/615) | 2011-05-12 | 2012-03-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5875962)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5875962.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.