Our Team

Jeffrey Lee



Associate Advisor

[email protected]

Lee_Jeffrey-5697-232x186
Jeff-at-Disney-280x220
Jeff-Travelling-280x186

Jeffrey Lee has joined Robert Avey’s practice as an Associate Advisor. He has been working alongside Robert since 2016 as an integral part of his business operations. Since graduating from University of California, Irvine in 2013, he has worked for a variety of wealth management firms in the Financial Services industry. He holds his Series 7 and 66 securities registrations as well as his CA insurance License 0K19350.

 

Jeffrey was born and raised in the Bay Area and currently resides in Alameda. He remains a loyal 49ers and Warriors fan and enjoys playing football and basketball in his free time. Hawaii is like a second home to him after many years of traveling there with his family. He once called Italy his home while studying abroad in Rome during his time in college. His other passions include playing drums and snowboarding in Lake Tahoe with his friends and family.

 

Jeffrey holds CA Insurance Lic. # 0K19350.

 

 

 

  • Summit Financial Group, LLC All Rights Reserved

Summit Financial Group, LLC All Rights Reserved

2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800

Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC . Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Legal Disclosures | Privacy, Security & Account Protection | BrokerCheck

MSIRobot