Assistant Vice President / Fsa
Current
Nov 2015 - Present
AeroLeads people directory · profile
Jonathon Lee Email & Phone Number
Financial Solutions Advisor
at
Merrill Edge
1 work email found
@merrilledge.com
2 phones found area 206
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Solutions Advisor
Location
Greater Seattle Area, United States, United States
Company size
Who is Jonathon Lee? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathon Lee is listed as Financial Solutions Advisor at Merrill Edge, a company with 2267 employees, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at merrilledge.com, phone signal with area code 206, and a matched LinkedIn profile for Jonathon Lee.
Jonathon Lee previously worked as Assistant Vice President / FSA at Merrill Edge and Financial Consultant at Axa Advisors. Jonathon Lee studied at University Of Washington.
Company email context
Email format at Merrill Edge
This section adds company-level context without repeating Jonathon Lee's masked contact details.
{first}.{last}@merrilledge.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jonathon Lee. Compare company email patterns before reaching out.
Profile bio
About Jonathon Lee
Help individuals with banking, lending, and investments
Listed skills include Retirement Planning, Wealth Management, Asset Management, Long Term Care Insurance, and 15 others.
Current workplace
Jonathon Lee's current company
Company context helps verify the profile and gives searchers a useful next step.
Merrill Edge
3 roles · 19 years
Jonathon Lee work experience
A career timeline built from the work history available for this profile.
Financial Consultant
Keywords: Retirement Planning, Asset Management, Life/Long Term Care/Disability Insurances, 529 Education Funding, Investment Advisory, Risk Management, Estate Planning, 401k, Traditional & Roth IRA, Annuities, Tax Efficient/Tax Sheltered Accounts, Asset Reallocation, Wealth Management
2012 - 2015
~3 yrs
Personal Banker
2007 - 2012
~5 yrs
Team & coworkers
Colleagues at Merrill Edge
Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →
AM
Ahsan Malik
Colleague at Merrill Edge
Philadelphia, Pennsylvania, United States, United States
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AT
Allen Tsirinsky
Colleague at Merrill Edge
Princeton Junction, New Jersey, United States, United States
View →
JR
Jim Rafferty
Colleague at Merrill Edge
Cranbury, New Jersey, United States, United States
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EM
Ethan Manning
Colleague at Merrill Edge
Metro Jacksonville, United States
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NA
Nicholas Anzevino
Colleague at Merrill Edge
Freehold, New Jersey, United States, United States
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JF
Julie Frazier
Colleague at Merrill Edge
Providence County, Rhode Island, United States, United States
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CW
Carlin Whelpley
Colleague at Merrill Edge
Phoenix, Arizona, United States, United States
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JP
John Profitt
Colleague at Merrill Edge
Phoenix, Arizona, United States, United States
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CA
Chris Arrington
Colleague at Merrill Edge
Phoenix, Arizona, United States, United States
View →
AP
Amin Perez
Colleague at Merrill Edge
North Providence, Rhode Island, United States, United States
View →
Ahsan Malik
Colleague at Merrill Edge
Philadelphia, Pennsylvania, United States, United States
View →
AT
Allen Tsirinsky
Colleague at Merrill Edge
Princeton Junction, New Jersey, United States, United States
View →
JR
Jim Rafferty
Colleague at Merrill Edge
Cranbury, New Jersey, United States, United States
View →
EM
Ethan Manning
Colleague at Merrill Edge
Metro Jacksonville, United States
View →
NA
Nicholas Anzevino
Colleague at Merrill Edge
Freehold, New Jersey, United States, United States
View →
JF
Julie Frazier
Colleague at Merrill Edge
Providence County, Rhode Island, United States, United States
View →
CW
Carlin Whelpley
Colleague at Merrill Edge
Phoenix, Arizona, United States, United States
View →
JP
John Profitt
Colleague at Merrill Edge
Phoenix, Arizona, United States, United States
View →
CA
Chris Arrington
Colleague at Merrill Edge
Phoenix, Arizona, United States, United States
View →
AP
Amin Perez
Colleague at Merrill Edge
North Providence, Rhode Island, United States, United States
View →
2 education records
Jonathon Lee education
Education record
University Of Washington
Education record
Seoul International School
FAQ
Frequently asked questions about Jonathon Lee
Quick answers generated from the profile data available on this page.
What company does Jonathon Lee work for?
Jonathon Lee works for Merrill Edge.
What is Jonathon Lee's role at Merrill Edge?
Jonathon Lee is listed as Financial Solutions Advisor at Merrill Edge.
What is Jonathon Lee's email address?
AeroLeads has found 1 work email signal at @merrilledge.com for Jonathon Lee at Merrill Edge.
What is Jonathon Lee's phone number?
AeroLeads has found 2 phone signal(s) with area code 206 for Jonathon Lee at Merrill Edge.
Where is Jonathon Lee based?
Jonathon Lee is based in Greater Seattle Area, United States, United States while working with Merrill Edge.
What companies has Jonathon Lee worked for?
Jonathon Lee has worked for Merrill Edge, Axa Advisors, and Bank Of America.
Who are Jonathon Lee's colleagues at Merrill Edge?
Jonathon Lee's colleagues at Merrill Edge include Ahsan Malik, Allen Tsirinsky, Jim Rafferty, Ethan Manning, and Nicholas Anzevino.
How can I contact Jonathon Lee?
You can use AeroLeads to view verified contact signals for Jonathon Lee at Merrill Edge, including work email, phone, and LinkedIn data when available.
What schools did Jonathon Lee attend?
Jonathon Lee studied at University Of Washington.
What skills is Jonathon Lee known for?
Jonathon Lee is listed with skills including Retirement Planning, Wealth Management, Asset Management, Long Term Care Insurance, Disability Insurance, Life Insurance, College Education Planning, and 529 Plans.
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