Jordan Lee joined our team in October 2022 and he holds his Series 7 license through LPL Financial and his Series 66 license with Mariner Independent Advisor Network. He continues to work diligently building Financial Plans, analyzing investment options within our Investment Strategies, and much more.
Jordan and his wife welcomed their first child in April of 2024 and are cherishing the moments that they share with the baby. When he isn't spending time with his family, Jordan enjoys working on his cars and playing board games with friends.