Jessica Callaham

Operations Manager

Karen Lee & Associates, LLC
200 Ashford Center North, Suite 400
Atlanta, GA 30338

Phone  |  770/353-6383
Fax  |  770/353-6338
E-mail  |

Member Profile

Client Vision

Jessica joined Karen Lee & Associates as a part-time assistant in January of 2015. She enjoyed her position so much that she decided to take a more active role once her kids went back to school. Now she is the full time Operations Manager, handling client service requests, social media, customer appreciation, and new business paperwork. Her focus is to be extremely efficient so their clients receive professional and stellar service every time a need arises.

Areas of Expertise

  • Customer Service Support
  • Social Media
  • Excel and Word proficiency

Outside The Office

Jessica and her husband Steve live in Alpharetta, GA and have two children, Ryan & Madeline. Most of all she enjoys spending time with her family and having peaceful time at home. She plays golf, bridge, tennis and loves to cook and entertain friends.


Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


Copyright ©
Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.