Edward Jones - Financial Advisor: Bill Lee
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Some signs of a sale
- In business 31 years (since 1995)
From public records and the company's website, not a statement that it's for sale.
What they do
Bill Lee is a Financial Advisor with Edward Jones in Tulsa, OK, with focus areas in retirement income, wealth strategies, military professionals and veterans, business retirement plans, and accountants and attorneys.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- HOGANTAYLOR LLP · Tulsa, 5 mi · $86.4M
- FINLEY AND COOK PLLC · Shawnee, 76 mi · $44.9M
- KYLE'S APPLIANCE REPAIR · Tulsa, 4 mi · $28.7M
- CCK STRATEGIES PLLC · Tulsa, 3 mi · $28.4M
- PACESETTER TEMPORARY SERVICES, LLC · Tulsa, 6 mi · $26.1M
- ROBINSON LAW GROUP PC · Tulsa, 3 mi · $378.5M
- HALL, ESTILL, HARDWICK, GABLE, GOLDEN & NELSON, P.C. · Tulsa, 7 mi · $77.1M
- GABLE GOTWALS · Tulsa, 6 mi · $63.7M
- GABLE & GOTWALS, A PROFESSIONAL CORPORATION · Tulsa, 6 mi · $43.1M
- RIGGS ABNEY NEAL TURPEN ORBISON · Tulsa, 6 mi · $33.7M
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Edward Jones - Financial Advisor: Bill Lee this business | $1.1M | — |
| Edward Jones - Financial Advisor: James L Van Hooser Tulsa | $1.1M | 0.0 mi |
| Edward Jones - Financial Advisor: Lincoln Anderson, CFA Tulsa | $1.1M | 0.0 mi |
| WALGREENS #15777 Tulsa | $1.1M | 0.1 mi |
| Western Union Tulsa | $1.1M | 0.1 mi |
| Bank of Oklahoma Tulsa | $1.9M | 0.1 mi |
| American Bank and Trust Company Tulsa | $20.2M | 0.1 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $437K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance 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 | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| Industry (NAICS) | Finance and insurance (52) |
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 Edward Jones - Financial Advisor: Bill Lee
Edward Jones - Financial Advisor: Bill Lee is a finance and insurance company in Tulsa, Oklahoma, in business since 1995. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Edward Jones - Financial Advisor: Bill Lee?
- The owner of Edward Jones - Financial Advisor: Bill Lee isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Edward Jones - Financial Advisor: Bill Lee make?
- SeeBITDA estimates Edward Jones - Financial Advisor: Bill Lee's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Edward Jones - Financial Advisor: Bill Lee worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
- When was Edward Jones - Financial Advisor: Bill Lee founded?
- Edward Jones - Financial Advisor: Bill Lee has been in business since 1995.