Jonathan Lee is a CFP-designated registered investment advisor, based in Dotham, AL, with 22 years of industry experience.
Location
104 Adris Place, Dotham, AL, 36303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is the sole proprietor/owner of ADJ Real Estate Group, LLC since 2016, spending minimal time on administrative tasks. He is also involved with a Trust since 2021, dedicating minimal time during business hours.
Employment History
Current Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Proequities, INC.Broker
State Registrations9 states
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