Jon Lee Sarasota
Managing Partner and CEO Financial Servies
Jon R. Lee, a seasoned managing partner and chief executive officer, spearheads LCM Capital Advisors in Sarasota County, Florida. With over 30 years of expertise in the financial services industry, he has played a pivotal role in shaping the economic landscape. Born and raised in Sarasota, his dedication to his community is paralleled only by his professional achievements.
Educational Foundation
Graduating from Sarasota High School in 1987, Jon pursued higher education at the University of Florida, where he graduated in 1991 with a Bachelor of Science degree. His collegiate years were marked by active participation in sports and a significant commitment to Alpha Tau Omega, reflecting his early leadership and team spirit.
Professional Milestones
In 2011, he established LCM Capital Advisors. As the firm's CEO and managing partner, he has led the company to manage over $350 million in assets, providing strategic guidance across estate planning, financial analysis, retirement planning, investments, and wealth management. His leadership has been instrumental in helping clients navigate complex financial landscapes to achieve their long-term goals.
Certifications and Licenses
Jon Lee holds several prestigious licenses, including Series 7, 31, 65, and the Florida 2-14 Life and Variable Annuities Agent licenses. These certifications enable him to offer a comprehensive array of financial services, ensuring well-rounded advice and management for his clients.
Commitment to Community
His roots in Sarasota have fostered a strong connection to local charitable causes. For over 25 years, he has been an influential figure on the board of the Boys and Girls Clubs of Sarasota and DeSoto Counties. Additionally, he plays a significant role in the nonprofit UNI Corporation and the Sarasota County Sheriff's Office advisory board, demonstrating his commitment to the local community.
Personal Life and Passions
He lives on Siesta Key, a beautiful barrier island known for its sandy beaches and crystal-clear waters, with his two black Labrador Retrievers. His life away from work is filled with activities: He is an avid player of pickleball and tennis, a dedicated boater, and a member of both the Sarasota Yacht Club and Sarasota Sports Club. Moreover, his spiritual life is deeply connected to Bayside Community Church, where he is an active participant.
Jon Lee's profound influence on both the financial sector and his community underlines a career built on integrity, expertise, and heartfelt commitment to service. As he continues to lead LCM Capital Advisors and contribute to Sarasota's welfare, his legacy of leadership and community engagement grows ever stronger.
Educational Foundation
Graduating from Sarasota High School in 1987, Jon pursued higher education at the University of Florida, where he graduated in 1991 with a Bachelor of Science degree. His collegiate years were marked by active participation in sports and a significant commitment to Alpha Tau Omega, reflecting his early leadership and team spirit.
Professional Milestones
In 2011, he established LCM Capital Advisors. As the firm's CEO and managing partner, he has led the company to manage over $350 million in assets, providing strategic guidance across estate planning, financial analysis, retirement planning, investments, and wealth management. His leadership has been instrumental in helping clients navigate complex financial landscapes to achieve their long-term goals.
Certifications and Licenses
Jon Lee holds several prestigious licenses, including Series 7, 31, 65, and the Florida 2-14 Life and Variable Annuities Agent licenses. These certifications enable him to offer a comprehensive array of financial services, ensuring well-rounded advice and management for his clients.
Commitment to Community
His roots in Sarasota have fostered a strong connection to local charitable causes. For over 25 years, he has been an influential figure on the board of the Boys and Girls Clubs of Sarasota and DeSoto Counties. Additionally, he plays a significant role in the nonprofit UNI Corporation and the Sarasota County Sheriff's Office advisory board, demonstrating his commitment to the local community.
Personal Life and Passions
He lives on Siesta Key, a beautiful barrier island known for its sandy beaches and crystal-clear waters, with his two black Labrador Retrievers. His life away from work is filled with activities: He is an avid player of pickleball and tennis, a dedicated boater, and a member of both the Sarasota Yacht Club and Sarasota Sports Club. Moreover, his spiritual life is deeply connected to Bayside Community Church, where he is an active participant.
Jon Lee's profound influence on both the financial sector and his community underlines a career built on integrity, expertise, and heartfelt commitment to service. As he continues to lead LCM Capital Advisors and contribute to Sarasota's welfare, his legacy of leadership and community engagement grows ever stronger.
