Jason Lee

Senior Client Operations Associate

With a long-standing career in the financial industry, including supporting fast-paced option traders early on, Jason does the right thing for our clients with urgency and accuracy. For the past 25 years, he has worked in various operations management positions at Wells Fargo Advisors, Sutter Securities, Smith Barney, Hambrecht & Quist / JP Morgan Chase and Donaldson, Lufkin, & Jenrette Securities.

Just as Jason looks to always make the firm operate better, he also coaches team sports to encourage kids to do their best. He has been head coach of a girls high school varsity basketball team since 1999 and has coached middle school sports teams in baseball, basketball, and track and field. A member of the California Interscholastic Federation Basketball Advisory Committee, he also is a board member of CROWN Ministry.

Born in Manila, Philippines, he lives with his wife, Karen, and their two children, in San Francisco.

Education:
BS, Finance, Golden Gate University

Designations:
Series License 7, 63, 9, & 10