JON R. LEE
LCM Capital Advisors, Managing Partner/Wealth Management Keeping the personal touch in his relationships with
As a 17-year veteran of the financial services
clients has helped one Sarasota broker build an
a positive impact for his high net worth
industry, Jon Lee knew he could make
impressive business over the years. Founding the firm
clients by building close relationships in a
on a solid code of ethics, Jon Lee emphasizes integrity
Keith Curtis and Rob Melberth, Lee founded
and building multi-generational relationships.
boutique-style brokerage firm. Along with LCM Capital Advisors, which manages retail and institutional assets through its broker dealer, JHS Capital Advisors. LCM emphasizes putting the client first – a philosophy that has helped the firm prosper in a remarkably short time. “We have a high level of personal touch and like to meet with our clients quarterly so that we can get to know them on an individual basis,” Lee said. “We build a portfolio specific to families’ needs, whether they are growing assets for their children’s education, planning for retirement or looking to meet their income needs.” In addition to offering high net worth portfolio design and asset strategies, Lee’s objective is to bring his vast expertise in every area of financial planning while operating on a simple code of ethics based on integrity, transparency and full disclosure. “We believe value is measured through the course of continuous interaction,” he said, “and having the inspiration to learn every aspect of our client’s life.” As a graduate of Sarasota High and the University of Florida, Lee has strong ties to the community, focusing his involvement on helping area youth. He served on the board of the Sarasota Boys and Girls Club and as the quarterback coach for Sarasota High’s football team for the past seven years. Lee and his office staff are all members of Big Brothers Big Sisters of the Sun Coast.
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