Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Burton Jones is a financial advisor with Golden State Equity Partners, LLC. Lee has over 20 years of experience in the financial services industry. Lee is a registered investment advisor representative in California. Lee has also worked for other firms, including LPL Financial LLC and UnionBanc Investment Services, LLC. Lee is a Series 66, Series 24, Series 7, and SIE exam holder.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
CA
09/16/2022 - Present
Golden State Equity Partners, LLC (SOUTH COAST METRO CA)
CA
12/12/2013 - 03/03/2021
LPL FINANCIAL LLC (IRVINE CA)
CA
01/05/2012 - 12/16/2013
UNIONBANC INVESTMENT SERVICES, LLC (HUNTINGTON BEACH CA)
CA
05/02/2009 - 01/04/2012
CHASE INVESTMENT SERVICES CORP. (LAGUNA HILLS CA)
AZ
08/22/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (GLENDALE AZ)
AZ
11/28/2007 - 06/17/2008
COMPASS BROKERAGE, INC. (GLENDALE AZ)
AZ
07/06/2005 - 09/17/2007
CHASE INVESTMENT SERVICES CORP. (SUN CITY AZ)
IL
03/10/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
10/31/2002 - 11/11/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 12/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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