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Jordan Lee

Lasalle St. Investment Advisors, L.L.C.

Elmhurst, IL

Westwood, MA

CRD 7563158

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Employer firm

Lasalle St. Investment Advisors, L.l.c. CRD 109701

$5.74B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Lasalle St. Investment Advisors, L.L.C.

940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-17
MA RA APPROVED 2024-12-16
NY RA APPROVED 2024-12-04
  • FL RA
    APPROVED
    Since 2024-12-17
  • MA RA
    APPROVED
    Since 2024-12-16
  • NY RA
    APPROVED
    Since 2024-12-04

Branch Locations

940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States

20 Southwest Park, Westwood, MA 02090 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lyc Financial Group Westwood MA 01/2018 09/2024
Hub Pen Braintree MA 10/2023 04/2024
Mu Sigma Northbrook IL 07/2016 06/2017
Unemployed Newton MA 06/2017 01/2018
Lasalle St. Securities, Llc Elmhurst IL 09/2024 Present
Lasalle St. Investment Advisors, Llc Elmhurst IL 11/2024 Present
  • 01/2018 → 09/2024
    Lyc Financial Group
    Westwood, MA
  • 10/2023 → 04/2024
    Hub Pen
    Braintree, MA
  • 07/2016 → 06/2017
    Mu Sigma
    Northbrook, IL
  • 06/2017 → 01/2018
    Unemployed
    Newton, MA
  • 09/2024 → Present
    Lasalle St. Securities, Llc
    Elmhurst, IL
  • 11/2024 → Present
    Lasalle St. Investment Advisors, Llc
    Elmhurst, IL
Other Businesses

Trustee to Krawshaw Family Trust 2019. Jordan and his siblings are trustees.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-30
  • S66 Uniform Combined State Law Examination
    2024-10-30

View on SEC IAPD

Nearby Firms

STRATOS WEALTH PARTNERS, LTD
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Byron Thomas Ramult
Christopher J DeSimone
Anthony Miguel Bandel

Nearby Offices

STRATOS WEALTH PARTNERS, LTD · Elmhurst, IL
EDWARD JONES · Elmhurst, IL
STRATOS WEALTH PARTNERS, LTD · Elmhurst, IL

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