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Jonathan Howard Lee

Fifth Third Securities, Inc.

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About Jonathan Howard Lee

Jonathan Howard Lee is a registered representative with Fifth Third Securities, Inc. Jonathan has been in the financial services industry since 2013 and has worked for U.S. BANCORP INVESTMENTS, INC. and Fifth Third Securities, Inc. in Denver, Colorado and Dallas, Texas respectively. Jonathan currently holds Series 63, SIE and Series 79 licenses. Jonathan has been registered with the state of California and Colorado for securities and has been active with the firm Fifth Third Securities, Inc since February 2016. Jonathan specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Jonathan is a dedicated advisor who provides tailored financial advice to individuals and businesses.

Firm Information

Jonathan Lee is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

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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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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sponsor wrap fee program

Sponsor wrap fee program

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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Jonathan Lee’s Registration & Firm History

TX

02/10/2016 - Present

Fifth Third Securities, Inc. (DALLAS TX)

CO

04/22/2013 - 05/07/2014

U.S. BANCORP INVESTMENTS, INC. (DENVER CO)

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Licenses & Designations

BC

Issued 12/18/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2013

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Howard Lee.
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