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Jacob Chandler Odom

LEE Financial Company, LLC

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About Jacob Chandler Odom

Jacob Chandler Odom is a financial advisor with Lee Financial Company, LLC. Jacob has been working in the financial industry since 2014. Jacob has been registered with the state of Texas since 2023 and previously worked at First Allied Securities, Inc. Jacob is currently working out of the DALLAS office of Lee Financial Company, LLC. Jacob is registered with the state of Texas, and holds Series 7 and Series 66 licenses, as well as the SIE.

Firm Information

Jacob Odom is currently registered with LEE Financial Company, LLC. LEE Financial Company, LLC is a registered investment advisor located in Dallas, Texas. The firm manages approximately $1 billion to $10 billion in assets and provides investment advice to a variety of clients, including individuals, pensions, profit-sharing plans, trusts, estates, charities, corporations, and businesses. The firm also offers financial planning and portfolio management services.
LEE Financial Company, LLC

8350 N. CENTRAL EXPRESSWAY

DALLAS, TX 75206

$1.34B

Assets Under Management

4

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, businesses

Investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, businesses

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Odom’s Registration & Firm History

TX

06/24/2023 - Present

LEE Financial Company, LLC (DALLAS TX)

TX

07/10/2015 - 02/10/2017

FIRST ALLIED SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 10/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Chandler Odom.
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