Jennifer Renee Lee

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → Present
  Modern-Wealth, Llc
  Sarasota, FL
• 08/2012 → 12/2021
  Grove Point Investments, Llc
  Bethesda, MD
• 11/2017 → 05/2018
  Limited Member In Fun City Llc
  Sarasota, FL
• 01/2019 → Present
  I Just Ate A Bug Llc.
  St. Petersburg, FL
• 04/2021 → 12/2021
  Grove Point Advisors, Llc
  Rockville, MD
• 12/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2021-04-01 → 2021-12-15
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Sarasota, FL
• 2012-08-17 → 2021-04-01
  Grove Point Investments, Llc
  Columbia, MD
  Sarasota, FL
  Sarasota, FL
• 2000-06-22 → 2012-08-20
  Osaic Wealth, Inc.
  Baltimore, MD
  Ellicott City, MD
  Ellicott City, MD
• 2006-10-16 → 2011-03-26
  Modern-Wealth, Llc
  Ellicott City, MD
  Ellicott City, MD

Other Businesses

1. I JUST ATE A BUG LLC/DBA PAINT NAIL BAR ST PETERSBURG, 320 Central Avenue, St Petersburg FL 33701, United States, 10/18/2018, Owner, Owner/Partner of a Business Entity, NIR, 20 HR/MO - 2 HR/MO TRADING 2. MODERN-WEALTH, LLC office sublet,6710 Professional parkway, Suite 201b, Sarasota FL 34240, United States, 04/28/2016, Owner, subletting office space, NIR, 1 HR/MO - 1 HR/MO TRADING 3. SQUEEZE THE JUICE, 6710 Professional parkway, Suite 201b, Sarasota FL 34240, United States,03/01/2021, Author, author - Wrote a book called Squeeze the juice, live your life, then leave a legacy, INV REL, 3 HR/MO - 1 HR/MO TRADING 4. MODERN-WEALTH, LLC, 6710 Professional parkway, Suite 201b, Sarasota FL 34240, United States, 07/11/2013, Insurance Sales, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,, NIR, 4 HR/MO - 4 HR/MO TRADING 5. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 6. MODERN-WEALTH, LLC, 6710 Professional Pkwy W, Lakewood Ranch FL 34240, United States, 08/15/2024, IAR, Legal Services, NIR, 10 HR/MO - 30 HR/MO TRADING 7. MODERN-WEALTH, 6710 Professional Pkwy W, Lakewood Ranch FL 34240, 09/03/2024, Investment Advisor Representative, Legal Services, NIR, 10 HR/MO, 30 HR/MO TRADING. 8. WOMEN'S ACTION COMMITTEE, 6710 professional Parkway, Sarasota FL 34240, 11/2024, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO, 0 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1997-04-02