Jason
Lee
Spc
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About this Advisor
Jason Lee is a financial advisor based in New Albany, Ohio who has 16 years of industry experience. Lee is an advisor for Spc. During their career, Lee has held roles at Sammons Securities Company LLC, Gilliland Lee Financial Group, Inc and Parkland Securities, LLC. Lee holds a Series 63 license, designating them as a securities representative, and is registered to advise clients in California, Florida, Michigan, Ohio and Texas. Spc is an advisory business operating out of Ann Arbor, MI. The firm has offices in 426 locations and a total of 610 employees. It handles $6 billion in assets among its 34,594 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 20 charitable organizations. Of its 34,594 client accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Spc likely are comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jason Lee Work History
Jason has been registered as a financial advisor for 16 years.*
Parkland Securities, LLC
Gilliland Lee Financial Group, Inc
Sammons Securities Company LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason 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 Spc
Cincinnati, OH
Colorado Springs, CO
Mansfield, TX
Fort Wayne, IN
Ann Arbor, MI
Dallas, TX
Melbourne, FL
Novi, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
