Jacob Chandler Odom
Investment adviser representative at Lee Financial Company, LLC
9 yearsExperience
1 stateRegistered in
$1.7BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Lee Financial Company, LLCMay 2023 to now
- Fsc SecuritiesMar 2023 to May 2023
- Lee Financial CompanyFeb 2017 to Mar 2023
- Covenant Wealth PartnersOct 2014 to Feb 2017
- First Allied Securities, Inc.Sep 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lee Financial Company, LLC
$1.7BAssets managed
443Clients
30Advisers
51 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
- 6397271
- Firm CRD
- 105910