Jared Tyson Lee
Investment adviser representative at Allworth Financial, L.P.
18 yearsExperience
1 stateRegistered in
$33.6BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Allworth Financial, L.P.May 2025 to now
- Innovative PortfoliosMay 2024 to May 2025
- Sheaff Brock Investment Advisors, LLCJul 2017 to Sep 2025
- Charles Schwab & Co., Inc.Oct 2008 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IN).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5613238
- Firm CRD
- 111167