Jeffree LeeCRD Number: 1018119
Current Firm: Foothill Securities, Inc.
Jeffree Lee (CRD# 1018119) is an Investment Advisor Representative working at Foothill Securities, Inc. in Santa Clara, CA and has over 13 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Seaside Cottage Home Owners Association||Santa Cruz, CA||Sep 2011 - Current||5|
|Foothill Securities, Inc.||Los Altos, CA||Apr 2000 - Current||16|
|Insurance Sales||Santa Cruz, CA||Jun 1978 - Current||38|
|Foothill Securities Partners, LLC||Mountain View, CA||Jun 2010 - Nov 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,158MILLIONS
Total Number of Accounts6,953ACCOUNTS
Average Account Value$166,522
- 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)
- Publication of periodicals or newsletters
AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA, WI