Jordan Lee
Investment adviser representative at Lasalle ST. Investment Advisors, L.L.C.
10 yearsExperience
3 statesRegistered in
$5.7BFirm assets
37 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
- Pension consulting
Experience
10 years in the industry.
- Lasalle ST. Investment Advisors, L.L.C.Nov 2024 to now
- Lasalle St. Securities, LLCSep 2024 to now
- Hub PenOct 2023 to Apr 2024
- Lyc Financial GroupJan 2018 to Sep 2024
- UnemployedJun 2017 to Jan 2018
- Mu SigmaJul 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, NY).
Lasalle ST. Investment Advisors, L.L.C.
$5.7BAssets managed
14,284Clients
158Advisers
37 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
- 7563158
- Firm CRD
- 109701