Jason Lee is a registered investment advisor at Spc, based in New Albany, OH, with 25 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
6525 West Campus Oval, Suite 125, New Albany, OH, 43054
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2023Other Business ActivitiesSells Insurance
Jason sells fixed annuities, life insurance, health insurance, and long-term care insurance through various insurance companies. He also co-owns rental property and receives crop rental income, dedicating minimal time to these activities. Jason also owns Lee Financial & Insurance Services, Inc. for fixed insurance product sales.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Multi-Financial Securities CorporationBroker
Vestax Securities CorporationBroker
State Registrations9 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.
Exams
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