Phone: 925-837-1604
Fax: 925-837-1605

Jon Lee joined Advantage Wealth Advisors in 2008 and brings more than eight years’ experience to his role providing equity research, portfolio, operations and transition support. He is a member of the Advantage Wealth Advisors Investment Committee. Prior to joining the independent wealth management firm, Jon spent several years at Pacific Mountain Partners.

He holds his Series 7 and 63 securities registrations with LPL Financial and attended Saint Mary’s College of California where he earned a B.S. in Business Administration - Finance in 2006.

Jon and his wife Kristin live in Danville, CA with their son Anderson (age 3) and daughter, Lois, born in 2015. Jon enjoys playing golf and watching San Francisco Giants’ games.