JL
Jeff Lee
Wealth Advisor at Advus Financial Partners,
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Work Experience
Wealth Advisor
Jan 2022 - Present · 2 years and 11 months
Jun 2018 - Oct 2021 · 3 years and 4 months
Vice President Capital Markets
May 2019 - Oct 2021 · 2 years and 5 months
Capital Markets Associate
Jun 2018 - May 2019 · 11 months
Company Details
Welcome to Advus | As proactive partners, we listen actively and solve creatively, advocating for you through personalized advice and purposeful actions to help ensure that you realize your goals. Believing that “good is the enemy of great,” we leverage curiosity, quality and a commitment to finding the best solutions to anticipate and resolve your most complex challenges.
Year Founded
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Financial Services
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