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Jim Lee FinancialFinancial advisor in Encinitas, CA

Jim Lee Financial is a financial advisor at 937 S Coast Hwy 101 Ste c-206, Encinitas, CA 92024, ranked #38 of 340 financial advisors in Encinitas and rated 4.9 from 11 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Encinitas, CAUpdated 0 paid placements in any rankingHow we rank

Call (760) 436-1711Website ↗

Key facts

Key facts about Jim Lee Financial
Address937 S Coast Hwy 101 Ste c-206, Encinitas, CA 92024Get directions
Phone(760) 436-1711
Websitejimleefinancial.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.9 from 11 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Encinitas and 11 towns within 25 miles: Solana Beach, Carlsbad, San Marcos, Vista, Rancho Penasquitos, Oceanside, Mira Mesa, Escondido, La Jolla, Camp Pendleton South and Poway.

Based in Encinitas, CAView on map

Opening hours

Opening hours for Jim Lee Financial
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Jim Lee Financial

How is Jim Lee Financial ranked in Encinitas?

Jim Lee Financial is ranked #38 of 340 financial advisors in Encinitas by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Jim Lee Financial’s hours?

Jim Lee Financial is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Jim Lee Financial serve?

Serves Encinitas and 11 towns within 25 miles: Solana Beach, Carlsbad, San Marcos, Vista, Rancho Penasquitos, Oceanside, Mira Mesa, Escondido, La Jolla, Camp Pendleton South and Poway. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Jim Lee Financial?

Jim Lee Financial has a rating of 4.9 from 11 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Jim Lee Financial?

Call Jim Lee Financial on (760) 436-1711. The business is at 937 S Coast Hwy 101 Ste c-206, Encinitas, CA 92024. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Jim Lee Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Jim Lee Financial (this business)—684.9 (11)NoNo
Business Broker Rita Barbato The A List Group#36684.9 (76)NoNo12.4 mi
TaliMar Financial#37684.9 (79)YesYes12.7 mi
Pure Financial Advisors, LLC#39685.0 (191)NoNo20.7 mi

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