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Jason Lee

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Financial Planner in Berkeley, CA

Address:
1995 University Ave
Berkeley, CA 94704
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About Jason Lee

Jason Lee is a financial professional at Merrill Lynch, Pierce, Fenner & Smith Incorporated located in Berkeley, California. Jason Lee holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Jason Lee provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Jason Lee
1995 University Ave
Berkeley, CA 94704

Phone Number: Click to Show
Website:

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