Lee A Iredell
Also appears in the source record as: Lee Ann Iredell; Lee Iredell
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (6)
- Series 66Series 65Series 63Series 24SIESeries 7
- Registered states (19)
- Alabama · Arizona · California · Colorado · Florida · Iowa · Kansas · Minnesota · Missouri · Nebraska · Nevada · New Hampshire · New York · North Carolina · Oklahoma · Oregon · Texas · Vermont · Wisconsin
- Years in the industry (source record)
- 29
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Edward Jones
- Firm CRD
- 250
- SEC number
- 801-3297
- Assets under management
- $1.0T as of Jun 29, 2026
- Website
- www.twitter.com/EDWARDJONES ↗
- Phone
- 314-515-2000
- Firm location
- St. Louis, MO, 63131
Employment history (11)
From the source registration record · current first
-
Mar 21, 2022 → present
-
start not retrieved → present
-
Triton Pacific Securities, LLCBD capacityOct 7, 2021 → Oct 29, 2021
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Third Seven Capital LLCBD capacityFeb 19, 2018 → May 17, 2021
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Sqn Securities LLCBD capacityJan 15, 2016 → Mar 30, 2017
-
Realty Capital Securities, LLCBD capacityFeb 6, 2009 → Sep 2, 2015
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Lightstone Securities, LLCBD capacityApr 5, 2007 → Jan 30, 2009
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Cole Capital CorporationBD capacityOct 4, 2004 → Jul 10, 2006
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Icon Securities Corp.BD capacityMar 16, 2000 → Jul 6, 2004
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Lawson Financial CorporationBD capacityJun 12, 1997 → Dec 23, 1999
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Ba Investment Services, Inc.BD capacityJan 30, 1997 → Jun 13, 1997
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.