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Tele: (713) 984-8044
Fax: (713) 984-8048
5225 Katy Freeway suite 430
Houston, TX 77007

   
Jason Lee, Vice President Minimize

After spending 16 years as a leader in the wellness and fitness industry, Jason Lee has taken his passion for serving others and moved from health management to wealth management. He joined Ron Schutz-Planning Business Transitions, LLC in September 2017 and became a Vice President in 2018. He has a commitment to serving others in the community and for helping his clients to achieve their financial goals.

Jason’s Kolbe Profile is 6-3-7-4 which says he considers all the evidence presented and promotes alternatives for the client to evaluate. He is flexible and responds appropriately to those around him. He seeks and challenge and willing to help initiate change. He enjoys working with entrepreneurs who want to take on the next challenge. He finds that they are often more focused on financial independence and success and less on retirement plans. Jason is a member of The Economic Alliance Houston Port Region.

Licensed to conduct securities business in Texas and Colorado.

Licensed to conduct investment advisory business in Colorado, Oklahoma and Texas.

Licensed to offer insurance in Texas.

Check the background of these investment professionals at http://brokercheck.finra.org

Jason Lee

SMART Group Houston
5225 Katy Freeway ste. 430
Houston, TX 77007

 Contact Jason for your free* initial consultation today!

   
Cell: 832-384-3180
Office: 713-984-8044
Fax: 713-984-8048
E-mail: jlee@smartgrouphouston.com

 

*Investment products and services recommended may include fees, commissions and expenses.
Securities and investment advisory services offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser
 
A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state. 
 
States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states in which they are licensed to conduct business and to limit access to financial products and services offered by them to only those individuals in those states. 
 
World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands.
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