Jan Lee, financial advisor Severna Park MD

Jan Lee

CRD Number: 2947738
Current Firm: Spire Wealth Management, LLC

Jan Lee (CRD# 2947738) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Severna Park, MD and has over 26 years of experience in the finance industry. Jan Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Spire Investment Partners, LLC Reston, VA Aug 2016 - Current 7
Baycraft Asset Management Severna Park, MD Feb 2002 - Current 22
Securities Service Network Pasadena, MD Jan 2010 - Aug 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S65 NASAA Investment Advisors Law Examination Jan 1998
Contact Info for Jan P. Lee
Phone Number: 703-657-6060
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    3,881
    MILLIONS
  • Total Number of Accounts
    14,882
    ACCOUNTS
  • Average Account Value
    $260,754
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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