Jason Lee
Senior Financial Strategist at Fountainhead Advisors | San Francisco Bay Area, United States
Jason Lee’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Senior Financial Strategist at Fountainhead Advisors in August 2023 - Present
Financial Advisor at Morgan Stanley in August 2019 - August 2023
Financial Advisor at Merrill Lynch in June 2012 - August 2019
Registered Senior Relationship Mgr at Union Bank/Union Banc Investments in February 2010 - June 2012
Business Banker at Wells Fargo in December 2008 - February 2010
Fountainhead Capital Management, LLC is an SEC Registered Investment Advisory Firm.
Discover more about Fountainhead Advisors
Financial Strategist at Fountainhead Advisors
Financial Strategist at Fountainhead Advisors
(January 2021 – Present)
Associate Financial Strategist
Financial Strategist Intern at Fountainhead Advisors
(January 2024 – April 2024)
Financial Strategist at Fountainhead Advisors
Financial Strategist at Fountainhead Advisors
(August 2023 – Present)
Financial Strategist and Partner at Fountainhead Advisors
Financial Strategist at Fountainhead Advisors
(December 2013 – Present)
Client Service Officer - Customer Service - Bank - 2020 Graduate
Client Services Associate at Fountainhead Advisors
(November 2023 – Present)
Client Services Associate
Client Services Associate at Fountainhead Advisors
(October 2021 – Present)
What is Jason Lee email address?
Email Jason Lee at [email protected] and [email protected]. This email is the most updated Jason Lee's email found in 2026.
How to contact Jason Lee?
To contact Jason Lee send an email to [email protected] or [email protected].
What company does Jason Lee work for?
Jason Lee works for Fountainhead Advisors.
What is Jason Lee's role at Fountainhead Advisors?
Jason Lee is Senior Financial Strategist
What industry does Jason Lee work in?
Jason Lee works in the Financial Services industry.
