Jason
Lee
World Equity Group, Inc
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About this Advisor
Jason Lee is a financial advisor based in Houston, Texas, working with World Equity Group, Inc. Jason has previously held positions at My Fit Foods, Axa Advisors, LLC, 24 Hour Fitness, Massage Envy, and World Equity Group. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina, Texas, and Virginia. Currently, Jason is part of World Equity Group, Inc, which operates out of Houston, Texas. The firm has 46 offices and 190 employees. The firm manages assets totaling $858.5 million and offers a variety 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, publication of newsletters, and educational seminars. The fee structure at World Equity Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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World Equity Group, Inc Brokerage Details
$858,545,669
190
3,103
$276,682
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jason Lee Work History
World Equity Group
Massage Envy
24 Hour Fitness
Axa Advisors, LLC
My Fit Foods
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 World Equity Group, Inc
Schaumburg, IL
Cary, NC
Schaumburg, IL
Houston, TX
Houston, TX
Schaumburg, IL
Bozeman, MT
Schaumburg, IL
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