John Jee

Portfolio Manager Investment Consultant Financial Advisor

CFP, CIMA, ChFC, CRPS, CRPC at Wells Fargo Advisors, Llc in Old Greenwich, CT

About

Contact
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(203) 637-6450
Address
1700 E Putnam Ave 1st Fl 2nd Fl in Old Greenwich, CT 06870
Info
None specified

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Licenses

Series 65
Series 7

Certifications

Certified Financial Planner
Certified Investment Management Consultant
Chartered Financial Consultant
Chartered Retirement Planning Counselor
Chartered Retirement Plans Specialist

Background

Experience

Business Financial Advisor
Investment Mgmt & Financial Advisory

Education

Univ of Chicago
Univ of Pennsylvania - Wharton School