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Jonathan Edward Lee

THE Colony Group, LLC

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About Jonathan Edward Lee

Jonathan Edward Lee is an investment advisor representative at The Colony Group, LLC. Jonathan has been in the industry since October 2013 and is registered with the state of Massachusetts. Jonathan is a Series 65 holder and has a background in financial planning and portfolio management. Jonathan provides investment advice to a wide range of clients, including high-net-worth individuals, families, and businesses. Jonathan is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Jonathan Lee is currently registered with THE Colony Group, LLC. THE Colony Group, LLC is a Boston, MA-based investment advisor managing over $50 billion in assets for a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm offers a range of advisory services, including financial planning, portfolio management, educational seminars, and publication of periodicals.
THE Colony Group, LLC

ONE BOSTON PLACE, 11TH FLOOR

BOSTON, MA 02108

$21.47B

Assets Under Management

765

Total Clients

415

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..

Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Rev. sharing w/ frs and on eligible credit & cash mgmt solutions

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Jonathan Lee’s Registration & Firm History

NY

03/07/2016 - Present

THE Colony Group, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/28/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Edward Lee.
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