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Jeff Lee, CFP®, MBA

Public Relations Intern

2000 followers

Winter Park, Florida, United States

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Timeline
About me
Wealth Advisor at Advus Financial Partners
Education
- University of Florida - Warrington College of Business
  2021 - 2022
  Master of Business Administration - MBA
- University of Florida College of Journalism and Communications
  2011 - 2015
  Bachelor of Science (BS) Telecommunications
Experience
- Clean the World
  Jan 2014 - May 2014
  Public Relations Intern
- Advus Financial Partners, LLC
  May 2014 - Aug 2014
  Research Analysis Intern
- Merrill Edge
  Jun 2015 - May 2016
  Investment Specialist
- CNL Securities
  May 2016 - May 2018
  - Internal Wholesaler
    Sept 2016 - May 2018
  - Sales Associate
    May 2016 - Sept 2016
- CommonGood Capital
  Jun 2018 - Oct 2021
  - Vice President Capital Markets
    May 2019 - Oct 2021
  - Capital Markets Associate
    Jun 2018 - May 2019
- Advus Financial Partners, LLC
  Jan 2022 - now
  Wealth Advisor
Licenses & Certifications
- Series 7
  Financial Industry Regulatory Authority (FINRA)
  Aug 2015
  View certificate
- Series 65
  FINRA
  Apr 2022
- Series 63
  Financial Industry Regulatory Authority (FINRA)
  Oct 2015
- CSRIC™
  College for Financial Planning
  Feb 2020
  View certificate
- Certified Financial Planner (CFP)
  CFP Board
  Aug 2024
  View certificate
Volunteer Experience
- Graduate
  Issued by Lifework on Oct 2019
  Associated with Jeff Lee, CFP®, MBA

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