John Lee
- Kathleen MesikepSr. Branch Office Administrator · Company website
How we got $1.0M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Likely to sell
- In business 31 years (since 1995)
- Founder still runs it after 31 years
- No family successor named on its website
From public records and the company's website, not a statement that it's for sale.
What they do
John Lee is a Financial Advisor with Edward Jones in Oklahoma City, OK, listed as accepting new clients. The page lists focus areas including entrepreneurs and business owners, charitable giving, and healthcare professionals.
From the company's website. Industry: Financial advisors.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| John Lee this business | $1.1M | — |
| TDW FINANCIAL STRATEGIES LLC Oklahoma City · 2 employees | $1.1M | 0.2 mi |
| A&S BURNETT INC Oklahoma City · 1 employees | $815K | 0.4 mi |
| SEBASTIAN INSURANCE AND FINANCIAL SERVICES INC Oklahoma City · 1 employees | $543K | 0.7 mi |
| Argent Trust Oklahoma (formerly Heritage Trust) Oklahoma City | $2.1M | 0.8 mi |
| CAPTION MANAGEMENT, LLC Oklahoma City | $6.1M | 0.8 mi |
| Cortado Ventures Oklahoma City | $1.1M | 0.8 mi |
Ranges & sources
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| Industry (NAICS) | Portfolio Management and Investment Advice (523940) |
| Value range | $334K – $1.6M |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About John Lee
John Lee is a financial advisors company in Oklahoma City, Oklahoma, in business since 1995. It is owned by Edward D. Jones, Sr. (Founder). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.0M (likely range $334K–$1.6M).
Common questions
- Who owns John Lee?
- John Lee is owned by Edward D. Jones, Sr. (Founder), according to public sources such as the company's website or filings.
- How much revenue does John Lee make?
- SeeBITDA estimates John Lee's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is John Lee worth?
- About $1.0M, roughly 2.3× its estimated EBITDA of $435K, typical for a financial advisors company its size. Likely range: $334K–$1.6M.
- When was John Lee founded?
- John Lee has been in business since 1995.
- Is John Lee for sale?
- There's no public listing, but it shows signs that often come before a sale: in business 31 years (since 1995); founder still runs it after 31 years; no family successor named on its website.