Jonathan Lee
Jonathan Lee is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Grass Valley, CA, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
360 Sierra College Drive, Suite 200, Grass Valley, CA, 95945
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2014Customer Dispute
August 2013Other Business Activities
Jonathan has partnership interests in commercial real estate properties, including Meyers/Lee and Lee & Dunn real estate investment, where he collects rent and supervises property, dedicating minimal time. He is also an LLC owner/member of Lot 10 Partners and Lot 9 Partners, spending minimal time on these non-investment related activities.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.