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Barclay Lezon

Barclay Lezon

Production Manager

Followers of Barclay Lezon416 followers
location of Barclay LezonMurfreesboro, Tennessee, United States

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  • Timeline

  • About me

    Financial Advisor at Edward Jones

  • Education

    • Middle Tennessee State University

      1979 - 1981
      Bachelor of Science (BS)

    • Sewanee-The University of the South

      1977 - 1979

  • Experience

    • Super Sagless

      Jan 1989 - Jan 1996
      Production Manager

    • AllSteel

      Jan 1996 - Jan 2000
      Production Manager

    • Ashley Furniture Industries

      Oct 1998 - Oct 2006
      Continuous Improvement Manager

    • Jackson Furniture

      Nov 2006 - Feb 2009
      Plant Manager

    • Edward Jones

      Apr 2009 - now
      Financial Advisor

      As an Edward Jones financial advisor, I assist individuals and business owners with Asset Allocation and Protection Strategies,Estate and Legacy Strategies, Financial Analysis, Assessment, and Strategies, conduct Portfolio Reviews and develop Portfolio Strategiesand Strategic Planning. Additionally, I work with clients on Wealth Management, Wealth Preservation and Protection Strategies, as well as Wealth Transfer.My Sr. Branch Office Administrator, Faylene Timbs, has 12 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. Show less

  • Licenses & Certifications

    • Chartered Retirement Planning Counselor, CRPC®

      College for Financial Planning
      Nov 2014

    • Accredited Asset Management Specialist, AAMS®

      College for Financial Planning
      Mar 2012

  • Honors & Awards

    • Awarded to Barclay Lezon
      1LT(P) US Army US Army US Army Meritorious Service Medal, US Army Commendation Medal
    • Awarded to Barclay Lezon
      Financial Advisor Edward Jones Regional Leader Award, the Spirit of Partnership Award, the Ted Jones Entrepreneurial Achievement Award, "TNT" Client Development Award, The Century Award, and the Edward D. Jones Sr., Founders Acheivement Award (x2)