Jonathon Lee Email & Phone Number
Assistant Vice President and FSA @ Merrill Edge
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jonathon Lee Location
- Kirkland, WA, US
Jonathon Lee Work
- 2015 -now Assistant Vice President and FSA @
- 2012 -2015 Financial Consultant @
- 2007 -2012 Personal Banker @
Jonathon Lee Education
- University of Washington 2001-2007
- Seoul International School 1996-2001
Jonathon Lee Skills
- Retirement Planning
- Wealth Management
- Asset Management
- Long Term Care Insurance
- Disability Insurance
- Life Insurance
- College Education Planning
- 529 Plans
- Investment Advisory
- Risk Management
- Estate Planning
- 401k
- 401k Rollovers
- Traditional IRA
- Roth IRA
- Variable Annuities
- Tax Efficiency
- Tax Shelters
- Asset Allocation
- College Education
Jonathon Lee Summary
- Jonathon Lee, based in Kirkland, WA, US, is currently a Assistant Vice President and FSA at Merrill Edge. Jonathon Lee brings experience from previous roles at AXA Advisors and Bank of America. Jonathon Lee holds a 2001 - 2007 University of Washington. With a robust skill set that includes Retirement Planning, Wealth Management, Asset Management, Long Term Care Insurance, Disability Insurance and more. Jonathon Lee has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jonathon Lee?
Find contact details for 700 million professionals.
Others Named Jonathon Lee
Jonathon Lee
Partner
Sydney, NSW, AU
Jonathon Lee
Executive Director
Singapore
Jonathon Lee
Senior Staff Engineer
Austin, TX, US
Jon Lee
Co-Founder
Kirkland, WA, US
Jonathon Lee
Director, Derivatives Trading
Chicago, IL, US
Jonathon Lee
Vice President of Sales
Charlotte, NC, US
Top Merrill Edge Employees
Brendan Hanlon
Vice President, Performance Advisor
Providence, RI, US
Mary Pothier
Vice President, Financial Solutions Manager
Lincoln, RI, US
Renée Campo
Senior Vice President, Client Event Program Manager
Somerville, MA, US
Louis Berenson
Vice President
Rhode Island, United States
John Murphy
Senior Vice President, Digital Director
Suwanee, GA, US
Lexi Karsay
Vice President
Scottsdale, AZ, US
Matthew Anderson
Vice President
Alpharetta, GA, US
Jeff Wall
Vice President
Medford, NJ, US
William Salone
Vice President Financial Solutions Advisor
Huntington, NY, US
Elizabeth Welshman
Vice President, Supervision Manager
Boston, MA, US
Caryn McAnelly
Vice President; Registered Academy Manager
Phoenix, AZ, US
Andrey Niantchev
Vice President
Tampa, FL, US
Ryan Wolf
Vice President, Senior Financial Solutions Advisor
Saint Johns, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co