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 SMART Group Houston in September 2017 and became a Vice President of Business Development in 2018. He has a commitment to serving others in the community and for helping his clients to achieve their financial goals.

Jason 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 and Co-Host of the Gulf Coast Growth Show.

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.

More information about Jason’s background can be found at brokercheck.finra.org.