JOHN JEE, CFP®, CIMA®, CRPS®

Financial Advisor

Vice President - Investment Officer

Address: 1700 East Putnam Avenue, 1ST FLOOR , Old Greenwich , CT 06870
Phone: 203-637-6450  |  800-926-9571    Fax: 203-698-2733

My Background

My Associate(s): Eleanor Porricelli, Senior Client Associate

My Experience

  • 2006 - 2012 : Morgan Stanley
  • 2006 - 2006 : Merrill Lynch
  • 1996 - 2002 : Carnegie Hill Partners

My Education & Credentials

  • MBA, Finance. Booth School of Business, Univ. of Chicago
  • BS, Finance. Univ of Connecticut School of Business
  • BA, Political Science. Univ of Connecticut

My Community Involvement

  • Former Director, Greenwich Rotary International
  • Old Greenwich Riverside Community Center
  • Greenwich United Way
Securities Registered in the following states: CA, CT, FL, NC, NY, RI
JOHN JEE: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Connecticut : Old Greenwich Branch