John Lee is a registered investment advisor at Wells Fargo Advisors, based in Westlake, OH, with 34 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
25777 Detroit Road, 110, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the chairperson of St. Raphael Catholic Church Finance Council and has 50% ownership in Jobee Enterprises Inc, an event planning and corporate sponsorship company. He also has ownership stakes in BILO LLC, JOHNCO LLC, Estate of Birth Mother, and Your Bridge Wealth Management LLC, dedicating minimal time to each.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations33 states
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