Jordan Austin Lee

Current Employers

Employment History

• 11/2022 → Present
  Lpl Financial Llc
  Fresno, CA
• 10/2022 → Present
  Warner Wealth
  Fresno, CA
• 02/2019 → 10/2022
  Bank Of America
  Irvine, CA
• 07/2016 → 12/2018
  Blue C Sushi
  Hollywood, CA
• 10/2016 → 07/2017
  First Class Pizza
  Irvine, CA
• 07/2023 → Present
  Mariner Independent Advisor Network, Llc
  Overland Park, KS
• 06/2026 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2023-07-13 → 2026-06-26
  Mariner Advisor Network
  Fresno, CA

Other Businesses

1) 06/29/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ 8 hours during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 07/15/2026- Warner Wealth Strategies- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business locations(s)- start date 10/18/2022- 160hrs/mth/ 8 hours during trading 3) 07/15/2026 - Jordan Lee- Notary - Not Inv. Related- At Reported Business Location(s)- start date 06/29/2019- 1hr/mth

Exams

• S66 Uniform Combined State Law Examination
  2023-06-27