Jason Daniel Lee is an investment adviser representative (IAR) with state registration records since 2006, appearing at 2 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2025-07-08 | present | Yes |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2010-07-06 | 2017-01-05 | — |
| WELLS FARGO INVESTMENTS, LLC | 2006-12-18 | 2009-08-21 | — |