Woodbury Financial Services, Inc

Investment Advisor
in New York, NY
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About this Advisor

Jimmy Lee is a certified financial planner based in New York, New York, with 10 years of work experience. Lee currently works for Woodbury Financial Services, Inc. During their career, the advisor has held roles at Wachovia Securities, LLC, Metlife Securities, Hsbc Bank Usa, Capital One Financial Advisor, Woodbury Financial Services, Inc, Capital One Sharebuilder, Inc and Sharebuilder 401K. Lee has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to operate in New Jersey. Woodbury Financial Services, Inc is an advisory company based in New York, New York. The firm has offices in 590 locations and a total of 1,945 advisors. It controls $7 billion in assets across its 36,076 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 74 charitable organizations. Of its 36,076 customer accounts, just 10% belong to high-net-worth clients who have greater than $1 million in assets. The business offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fee types charged by Woodbury Financial Services, Inc may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

244 Canal St 2R
New York, NY 10013

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management


NY Average: $5,289,111,388
Total Number of Employees


NY Average: 157
Total Number of Accounts


NY Average: 8,262
Average Account Size


NY Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jimmy Lee Work History

Jimmy has 10 years of experience.

2018 - Present (1 year)

Woodbury Financial Services, Inc

2018 - Present (1 year)

Woodbury Financial Services, Inc

2015 - Present (4 years)

Sharebuilder 401K

2015 - 2018 (3 years)

Capital One Sharebuilder, Inc

2013 - 2018 (5 years)

Capital One Financial Advisor

2012 - 2013 (1 year)

Hsbc Bank Usa

2011 - 2012 (1 year)

Metlife Securities

2008 - 2010 (2 years)

Wachovia Securities, LLC


Jimmy Lee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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