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Jason J Lee

Fountainhead Advisors

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About Jason J Lee

Jason Lee is a financial advisor with Fountainhead Advisors. Jason has been in the financial services industry for more than a decade. Jason is registered with the state of California as an Investment Advisor Representative. Jason holds Series 6, 7 and 63 licenses as well as the SIE Exam. Jason has previously worked at Morgan Stanley, Merrill Lynch and UnionBanc Investment Services. Jason focuses on providing financial planning and portfolio management for individuals and businesses.

Firm Information

Jason Lee is currently registered with Fountainhead Advisors. Fountainhead Advisors is an investment advisor based in Warren, NJ. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, and high-net-worth individuals. The firm manages approximately $721.6 million in assets for 2,961 clients.
Fountainhead Advisors

10 INDEPENDENCE BLVD

WARREN, NJ 07059

$721.60M

Assets Under Management

21

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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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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Jason Lee’s Registration & Firm History

CA

08/14/2023 - Present

Fountainhead Advisors (San Ramon CA)

CA

08/16/2019 - 08/16/2023

MORGAN STANLEY (San Francisco CA)

CA

06/18/2018 - 08/19/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

CA

07/02/2012 - 02/22/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

CA

05/05/2011 - 06/28/2012

UNIONBANC INVESTMENT SERVICES, LLC (BERKELEY CA)

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Licenses & Designations

IA

Issued 09/13/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2012

Series 7 - General Securities Representative Examination

BC

Issued 05/03/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jason J Lee. Review regulatory record here.
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