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portrait of Jackie Lee
FINANCIAL ADVISOR

Jackie Lee

CFP®
Old Town Square, 1 Chisholm Trail Ste 205, Round Rock, TX 78681opens in a new window
Accepting New Clients
CallSend Me a Message

About Jackie

As a financial advisor, I am committed to finding out what is important to you and partnering together to meet your goals both now and in the future. Every individual, family or business is unique and by listening and learning what is important to you I can help to prioritize multiple goals, create an individualized strategy and monitor your progress toward successfully reaching those goals.

Effective planning for retirement, or any long-term financial goal, can involve a variety of accounts and investment options. I will provide education on various tools and investment products to help you feel confident and comfortable....

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Divorce Finances
  • Intergenerational Planning

Work History

  • Edward JonesJune 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Ohio Northern UniversityBachelor of Business Admin

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(512) 244-3266

Fax

(800) 613-0757

Office Address

Old Town Square
1 Chisholm Trail Ste 205
Round Rock, TX 78681opens in a new window

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