Jason Allen Lee

Current Employers

Employment History

• 07/2016 → 12/2016
  24 Hour Fitness
  Houston, TX
• 01/2017 → 09/2017
  Massage Envy
  Houston, TX
• 10/2017 → Present
  World Equity Group
  Arlington Heights, IL

Other Businesses

(1) SMART Group Houston. 4801 Woodway Dr., Ste. 305 West, Houston, TX 77056. Investment Related. Start Date: 5/2018. Vice President. dba name for Registered Representative activities. Approx. hrs/mo: 120. Approx. hrs/Mo during securities trading: 120. (2) VOLUNTEER PODCAST HOST FOR ECONOMIC ALLIANCE - HOUSTON PORT REGION; 4801 WOODWAY DR., STE 305 WEST, HOUSTON, TX 77056.NOT INVESTMENT RELATED; START DTAE: MAY 2019. VOLUNTEER PODCAST HOST AND INTERVIEW BUSINESS LEADERS.BASED IN HOUSTON, TX; APPROX HRS/MO: 12; 12 HOURS DURING SECURITIES TRADING DAY. (3) Breakthrough 2020YouTube, not investment related, 4801Woodway Dr, Ste 305 West, Houston, TX 77056. start date: 5/1/2020. Coordinator. Share and record information from professionals of various industries. No compensation. 15 hours/month. 15 hours/month during trading hours. (4) Exponent Prosperity Accelerator Advisors LLC. Not Investment Related. 4801 Woodway Dr., Ste 305 West, Houston, TX 77056. Business Devel. Consultant. Business improvement, transition and executive retention. Approx. Hrs/Mo: 50. Approx. Hrs/Mo during securities trading: 50. (5) Committee member - Houston Assn of Builders & Contractors; not investment-related; start date 9/11/20; 4910 Dacoma St, Houston, TX 77092; volunteer on the political action and new member committees; Approx 5 hrs/mo, 2 hrs during trading hours (6) Innovative Capital Assurance. Investment Related. Start date: 9/2019. 4801 Woodway Dr., Ste 305 West, Houston, TX 77056. V.P. Sale of fixed insurance. (Life, Health, Disability). Approx. hrs/Mo: 15. Approx. hrs/mo during securities trading: 15 (7) Consivita Investments, LLC. Investment Related. Start date: 10/15/2021. 2804 Garner Park, Pearland, TX. VP - Sales of life, health and disability insurance, mostly, pacific Life and Penn Mutual; may include any offered through FFR and receive payments through Innovative Capital Assurance. . Business development for candidates for legacy, estate planning; may include LIRP and executive retention. (8) American Prudential Capital, LLC; Start Date: 04/01/24; 10216 Fairbanks North, Houston, TX 77064; Posns/Title/: Referral Partner; Nature of OBA: This is a factoring company. They help business owners with operating capital; Duties: I don't work for them. This is a referral relationship. I have people come to me because of the nature of my business asking for resources and I refer them to services they may need. Factoring is one of them; Approx. Hrs/Month: 5 Hrs; Hrs during trading hrs: 5 Hrs. (9) Stellar Bank; Not Investment Related; Address: 9 Greenway Plaza Suite 110, Houston, TX, 77046; Start date: 08/01/24; Nature of OBA: I refer people to their factoring company and get paid a referral fee. Factoring is financing on accounts receivables. Usually used for companies who are struggling to get traditional loans while they grow their business.; Posn/Title: Referral partner; Approx. hrs/Mo: 1. Approx. hrs/Mo during securities trading: 1; Duties: None. If I meet a person who needs their help I refer them over and get a 10% fee on the transaction. (10) M&A Forum; Not Investment Related; Address: 1700 Post Oak, Houston, TX, 77056; Nature of OBA: This is a networking organization that helps bring professionals together to do business.; Posn/Title: President Elect; Start Date: Approx. hrs/Mo: 10 Hrs. Approx. hrs/Mo during securities trading: 5 Hrs: Duties: I help get sponsors and recruit members. I lead discussions with fellow members on ways to improve the organization. (11) Vistage /Preferred CFO; Not Investment Related; Address: 478 S 100 E, Salem, UT, 84653; Nature of OBA: This is a fractional CFO and HR Firm. They help business owners with services that assist in accounting, forecasting, people management and transition.; Posn/Title: Referral Partner/Speaker; Duties: I will be speaking specifically on the value of having strong financial accumen in your business; Hrs/Mth: 6; Hrs/mth during trading Hrs: 4.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-18
• S63 Uniform Securities Agent State Law Examination
  2015-03-02