# Jon R Lee

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GLOBAL INVESTMENT ADVISORY LLC](https://search.stillhousedata.com/firm/310305) | 2025-05-27 | 2025-08-25 | — |
| [TACTIVE ADVISORS, LLC](https://search.stillhousedata.com/firm/309311) | 2025-01-23 | present | Yes |
| [ACCURATE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/298137) | 2022-06-24 | 2022-09-07 | — |
| [EAGLE WEALTH ADVISORS](https://search.stillhousedata.com/firm/299219) | 2020-06-08 | 2024-02-01 | — |
| [AEGIS CAPITAL CORP.](https://search.stillhousedata.com/firm/15007) | 2015-06-17 | 2022-06-01 | — |
| [JHS CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/112097) | 2010-04-01 | 2015-06-17 | — |
| [GUNNALLEN FINANCIAL, INC](https://search.stillhousedata.com/firm/17609) | 2007-07-23 | 2010-03-23 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2001-03-09 | 2007-07-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2354294)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2354294.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
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