Jason Lee's Location
San Ramon, CA, US
Jason Lee's Work
- Senior Financial Strategist @ Fountainhead Advisors
- Financial Advisor @ Morgan Stanley
- Financial Advisor @ Merrill Lynch
- Registered Senior Relationship Mgr @ Union Bank/Union Banc Investments
- Business Banker @ Wells Fargo
Jason Lee's Education
- College Park High School
High School Diploma/GED
1998 - 2002
Jason Lee's Skills
- Long Term Care
- Fixed Income
- Retail Banking
- Investment Advisory
- Portfolio Management
- Fixed Annuities
- Wealth Management
- Series 65
- Mutual Funds
- Series 63
Jason Lee's Summary
Jason Lee, based in San Ramon, CA, US, is currently a Senior Financial Strategist at Fountainhead Advisors, bringing experience from previous roles at Morgan Stanley, Merrill Lynch, Union Bank/Union Banc Investments and Wells Fargo. Jason Lee holds a 1998 - 2002 High School Diploma/GED @ College Park High School. With a robust skill set that includes Long Term Care, Fixed Income, Retail Banking, Investment Advisory, Portfolio Management and more, Jason Lee contributes valuable insights to the industry. Jason Lee has 2 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
Not the Jason Lee you were looking for?
Find contact details for 700 million professionals.
Others Named Jason Lee
-
5+2
-
11
-
44
-
45+
-
35
-
22
-
22
Top Fountainhead Advisors Employees
-
21
-
55+
-
22
-
25
-
21
-
31
-
24
-
13
-
22
-
13
-
ViewWesley Yamada
Senior Financial Strategist at Fountainhead Advisors
San Ramon, California, United States15+ -
21
-
41
-
11
-
21
-
35
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
