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Jacob  Lee

Jacob Lee

Wealth Management Advisor

Jacob has been an advisor in financial services since 2018. Integrity and loyalty to clients and colleagues are the driving factors in Jacob's practice. His passion is working with clients to build trusted relationships that translates into financial success. He is committed to empowering clients to simplify the complex world of wealth planning.

The purpose of Jacob's client experience is to provide clarity on their financial situation through open discussions and education. Once client's goals are organized, he collaborates to align financial decisions with those goals. Then provides factual validation to back up the advice instead of another opinion. Through the financial planning process, clients are able to make informed choices that protects, accumulates and distributes assets and income.

Jacob resides in Chicago, IL with his wife Molly. They married in September of 2023. When he's not working, he likes to cook, camp, and play tennis.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | 2024-170628 Exp. 03/26