Jordan Lee (CRD# 7297968) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Crawfordville, FL and has over 3 years of experience in the finance industry.
CRD# 5391298
Calton & Associates, Inc.
CRD# 6381033
Independent Advisor Alliance, LLC
CRD# 1386018
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Crawfordville, FL | Apr 2021 - Current | 3 |
| Securities America, Inc. | Crawfordville, FL | Sep 2020 - Current | 3 |
| Cms | Tallahassee, FL | Jun 2016 - Sep 2020 | 4 |
| Leon County Schools | Tallahassee, FL | Sep 2010 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- FL
-
Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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