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
Doug Jones
Investment Strategist
Lee Financial
United States, Texas, Dallas
About Me
Profile Information
Investment Strategist
Lee Financial
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Dallas
Texas
United States
Feb 24, 2025
Keylinks
More profiles to browse
RL
Richard Lee
CEO & Founder
SO
Shirley Ogden
Director of Investments
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson