Jay
Lee
Origin Investment Advisory LLC
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About this Advisor
Jay Lee is a financial advisor based in Jersey City, New Jersey, working with Origin Investment Advisory LLC. Jay has previously held positions at Neuberger Berman LLC, UBS Financial Services Inc, Bingham, Osborn & Scarborough, LLC, Ballaster Financial, UBS Financial Services, Inc, and Origin Financial. Jay has passed the Series 63 regulatory exam and is registered to provide services in New Jersey. Currently, Jay is part of Origin Investment Advisory LLC, which operates out of Jersey City, New Jersey. The firm has 164 employees and manages assets totaling $548.4 thousand. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Origin Investment Advisory LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Origin Investment Advisory LLC Brokerage Details
$548,444
164
133
$4,124
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jay Lee Work History
Ballaster Financial
Origin Financial
Bingham, Osborn & Scarborough, LLC
Ubs Financial Services Inc
Ubs Financial Services, Inc
Neuberger Berman LLC
Disclosures
Please visit the SEC profile of Jay Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Origin Investment Advisory LLC
Burleson, TX
Boston, MA
Boston, MA
Charleston, SC
Saunderstown, RI
Austin, TX
Boston, MA
Crystal Lake, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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