Jordan Austin Lee
Investment adviser representative at Private Advisor Group, LLC
10 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 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 feeOther
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
10 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- Mariner Independent Advisor Network, LLCJul 2023 to now
- LPL Financial LLCNov 2022 to now
- Warner WealthOct 2022 to now
- Bank of AmericaFeb 2019 to Oct 2022
- First Class PizzaOct 2016 to Jul 2017
- Blue C SushiJul 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 7657352
- Firm CRD
- 155216