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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Paige Lee is a financial advisor with The Colony Group, LLC, specializing in providing financial planning, portfolio management, and investment advice to high-net-worth individuals, families, and institutions. Jennifer has a strong track record of success in the financial services industry and has a deep understanding of the complex financial needs of her clients. Jennifer has been a certified financial planner since 2017 and has extensive experience in the financial services industry. She has also worked as a financial advisor for Merriman Wealth Management, LLC, providing investment advice and portfolio management to clients. Jennifer holds the Series 7, Series 66, and SIE licenses and is a Chartered Financial Analyst.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
WA
02/03/2025 - Present
THE Colony Group, LLC (Seattle WA)
MO
07/25/2017 - 10/18/2017
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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