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Janet Lee

THE Pacific Financial Group, Inc.

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About Janet Lee

Janet Lee is a financial advisor with The Pacific Financial Group, Inc. based in Bellevue, Washington. Janet has been a registered representative for over 20 years. Janet has experience in the financial services industry, working at a variety of firms including ICON Securities Corp., Morgan Stanley & Co., Incorporated, Jolson Merchant Partners, and Banc of America Securities LLC. Janet holds the Series 7, Series 63, and Series 65 licenses.

Firm Information

Janet Lee is currently registered with THE Pacific Financial Group, Inc.. THE Pacific Financial Group, Inc. is an investment advisor based in BELLEVUE, WA. They manage $3,734,718,964 in regulatory assets under management. They advise high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, investment companies, charitable organizations, pension and profit sharing plans, and other investment advisors. They offer financial planning and portfolio management for individuals and businesses.
THE Pacific Financial Group, Inc.

11811 NE FIRST ST

BELLEVUE, WA 98005

$3.73B

Assets Under Management

400

Total Clients

18

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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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.

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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percentage of assets

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

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Janet Lee’s Registration & Firm History

WA

06/07/2012 - Present

THE Pacific Financial Group, Inc. (BELLEVUE WA)

CA

07/08/2003 - 05/05/2008

ICON SECURITIES CORP. (SAN FRANCISCO CA)

NY

02/06/2002 - 05/27/2003

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

CA

10/03/2001 - 01/28/2002

JOLSON MERCHANT PARTNERS (SAN FRANCISCO CA)

NY

03/07/2000 - 09/04/2001

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/01/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Janet Lee.
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