Jason Derek Lee

Current Employers

Employment History

• 12/2008 → Present
  Lpl Financial Llc
  Northridge, CA

Previous Registrations

• 2006-01-10 → 2009-01-07
  Wamu Investments, Inc.
  Burbank, CA
  Burbank, CA
  Panorama City, CA
  San Fernando, CA
  Panorama City, CA

Other Businesses

1) 08/20/2013 - REAL ESTATE RENTAL - RENTING A SINGLE FAMILY RESIDENCE TO A NON-CLIENT. - 2% OF TIME SPENT - VALENCIA, CA. 2) 11/23/2016: JAZ Enterprises LLC - Not Investment Related - 7833 Sepulveda Blvd #30, Van Nuys, CA. 91405 - Other-Business Owner - Started 10/20/2016 - 8 Hours Per Month/0 Hours During Securities Trading - Co-Owner. 3) 07/12/2019 - Trust - inv related - At reported business location(s) - Act in a Fiduciary Capacity - start date:06/01/2019 - 3 hrs/mo - 0 hrs during trading. 4) 07/12/2019 -Madisn West LLC - Inv related - at reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:06/01/2019 - 3 hrs/mo - 0 hrs during trading. 5) 12/10/2021 - Jason Lee, Notary Public - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 12/08/2021 - 1 Hour Per Month During Securities Trading. 6) 09/23/2025- The Brazen Owl- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 09/15/2025- 4 Hours Per Month

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-19
• S63 Uniform Securities Agent State Law Examination
  1993-02-18

Other Names

• Jason D Lee