Jon R Lee is an investment adviser representative (IAR) with state registration records since 2001, appearing at 8 firms. Currently registered with TACTIVE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GLOBAL INVESTMENT ADVISORY LLC | 2025-05-27 | 2025-08-25 | — |
| TACTIVE ADVISORS, LLC | 2025-01-23 | present | Yes |
| ACCURATE WEALTH MANAGEMENT, LLC | 2022-06-24 | 2022-09-07 | — |
| EAGLE WEALTH ADVISORS | 2020-06-08 | 2024-02-01 | — |
| AEGIS CAPITAL CORP. | 2015-06-17 | 2022-06-01 | — |
| JHS CAPITAL ADVISORS, LLC | 2010-04-01 | 2015-06-17 | — |
| GUNNALLEN FINANCIAL, INC | 2007-07-23 | 2010-03-23 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2001-03-09 | 2007-07-30 | — |