Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lee is a registered investment advisor representative. Jason is currently employed with SPC. Jason has 21+ years of experience in the financial services industry. Jason has been registered with FINRA since 2007. Jason previously worked for Securities America, Inc. and Multi-Financial Securities Corporation. Jason is licensed to sell securities in California, Florida, Illinois, Maryland, Michigan, Ohio, Texas and Virginia. Jason holds the Series 6, Series 63 and SIE licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
OH
05/14/2020 - Present
SPC (New Albany OH)
OH
10/29/2004 - 11/28/2007
SECURITIES AMERICA, INC. (DUBLIN OH)
CO
01/01/2004 - 11/19/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
OH
01/16/2001 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 08/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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