Tennessee Jed Lee
Investment adviser representative at UBS Financial Services Inc.
6 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 feeCommissionsOther
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
6 years in the industry.
- UBS Financial Services Inc.Nov 2022 to now
- Robinhood Markets, IncJun 2022 to Aug 2022
- Robinhood Financial, LLCJul 2020 to Aug 2022
- F.U.L.E. Cart SnacksJun 2018 to Feb 2020
- Berg, Hill, Greenleaf, and Ruscitti LLPFeb 2018 to Jun 2018
- University of Colorado At BoulderAug 2017 to May 2020
- Rallysport Health and FitnessJan 2017 to Mar 2020
- UnemployedMay 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7269937
- Firm CRD
- 8174