Jaryn Rose Quick

Employer firm

Lee Financial Company, LLC CRD 105910

$1.68B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2019 → Present
  Lee Financial Company
  Dallas, TX
• 08/2015 → 05/2019
  Texas A&M University - Commerce
  Commerce, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-10

Designations

• Certified Financial Planner

Other Names

• Jaryn Wacker
• Jaryn Rose Quick
• Jaryn Rose Wacker