CoverProfile

Doug Jones

Investment Strategist

Lee Financial

United States, Texas, Dallas

About Me

Doug joined Lee Financial in 2006 and is a Director of Portfolio Management, a Senior Portfolio Manager, and is also a member of the Lee Financial Investment Committee. In addition to working closely with high-net-worth clients, he works on various internal projects to help continuously improve the company. He also oversees and leads the team that manages client relationships for the SmartLee division of Lee Financial. Doug graduated from the University of Arkansas with a degree in Business Administration/Finance and Investments. He holds a Chartered Financial Analyst certification. Doug married his wife, Jennifer, from Tulsa, Oklahoma in 1993. They have two grown children, Kyle and Natal

View more

Profile Information

Investment Strategist

Lee Financial

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Dallas

Texas

United States

Feb 24, 2025

More profiles to browse

SO
Shirley Ogden
Director of Investments
RL
Richard Lee
CEO & Founder

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University