Jordan Lee is a registered investment advisor, based in San Francisco, CA, with 10 years of industry experience.
Location
474 Bryant St, San Francisco, CA, 94107
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Previous Registrations
Backer
December 2015 - December 2025 · 10 yrs
State Registrations2 states
LATX
Advisor
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
No exam information available for this advisor.