Credo Wealth Management interviews Jim Lee

Courtney Jones, CFP®
Posted on 
September 30, 2022

Please check below the recent interview with my dad, Jim Lee. He spent his entire professional life on Wall Street and he always made it seem like the greatest career in the whole world!

Stay tuned and learn how he got into the investment business, what he admires the most in an investor, his most challenging times as an investor, and tips for new financial advisor professionals.

Schedule a free assessment with Courtney Jones, CFP®, Founder and Senior Wealth Advisor, at https://calendly.com/courtney-jones-1 or visit our San Francisco office, credowm.com

Subscribe to our YouTube channel @Credo Corner and stay tuned for the next episode of the Credo Corner show. https://www.youtube.com/channel/UCR5AHg_cPOi0kh1KTWv-F4A?sub_confirmation+1

Credo Wealth Management interviews Jim Lee

Courtney Jones, CFP®
Posted on 
September 30, 2022
Credo Wealth Management interviews Jim Lee

Please check below the recent interview with my dad, Jim Lee. He spent his entire professional life on Wall Street and he always made it seem like the greatest career in the whole world!

Stay tuned and learn how he got into the investment business, what he admires the most in an investor, his most challenging times as an investor, and tips for new financial advisor professionals.

Schedule a free assessment with Courtney Jones, CFP®, Founder and Senior Wealth Advisor, at https://calendly.com/courtney-jones-1 or visit our San Francisco office, credowm.com

Subscribe to our YouTube channel @Credo Corner and stay tuned for the next episode of the Credo Corner show. https://www.youtube.com/channel/UCR5AHg_cPOi0kh1KTWv-F4A?sub_confirmation+1

Registered Representative of Sanctuary Securities, Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Credo Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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Securities offered through Sanctuary Securities, Member FINRA and SIPC. Advisory services offered through Sanctuary Advisors, LLC, an SEC registered investment advisor.