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.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
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
SVP of Revenue
California, United States
Jonathon Lee
Senior Staff Engineer
Austin, TX, US
Jonathon Lee
Sales Manager, Australia and New Zealand
Bella Vista, NSW, AU
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
Jason Hardesty
Associate Vice President
Green Cove Springs, FL, US
Brendan Hanlon
Vice President, Performance Advisor
Providence, RI, US
Renée Campo
Vice President, Client Event Program Manager
Somerville, MA, US
Lexi Karsay
Vice President
Scottsdale, AZ, US
Dillon Shelton
Financial Solutions Advisor - Vice President
Austin, TX, US
William Salone
Vice President Financial Solutions Advisor
Huntington, NY, US
Kevin Hage
Asst. Vice President
California, United States
Elizabeth Welshman
Vice President, Supervision Manager
Boston, MA, US
Caryn McAnelly
Vice President; Registered Academy Manager
Phoenix, AZ, US
Matthew English
Vice President, Registered Academy Manager
Dacula, GA, US
Andrey Niantchev
Vice President
Tampa, FL, US
Ryan Wolf
Vice President, Senior Financial Solutions Advisor
Saint Johns, FL, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co