Jay Lee is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with BALLASTER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ORIGIN INVESTMENT ADVISORY LLC | 2021-11-29 | 2026-01-20 | — |
| BALLASTER FINANCIAL LLC | 2021-10-18 | present | Yes |
| B|O|S | 2021-04-29 | 2021-10-05 | — |
| UBS FINANCIAL SERVICES INC. | 2015-02-26 | 2021-03-23 | — |
| NEUBERGER BERMAN BD LLC | 2014-06-27 | 2015-02-25 | — |