Jon Lee
Advisor at Tactive Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tactive Advisors, LLC
Location
Sarasota, FL 34236
Credentials
Series 63, Series 65
Industry experience
32 years
About
Jon Lee is a financial advisor at Tactive Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at Eagle Wealth Advisors, Aegis Capital Corp, and American Global Wealth Management. Lee is also a partner at LCM Capital Advisors, where he dedicates a significant portion of his time. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including advisor-managed portfolios. The firm utilizes a Black-Litterman framework to construct blended model portfolios and offers services through a robo-advisor platform combined with sub-advisory and TAMP relationships.
Expertise
Based on Tactive Advisors, LLC
Active portfolio management
Factor investing / smart beta
Options & derivatives strategies
Fee options
Fixed fees may be charged for financial planning services in addition to advisory fees.
$0.00 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.15% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.90% $4,000,000 - $4,999,999: 0.85% $5,000,000 - $5,999,999: 0.80% $6,000,000 - $6,999,999: 0.75% $7,000,000 - $7,999,999: 0.70% $8,000,000 - $8,999,999: 0.65% $9,000,000 - $9,999,999: 0.60% $10,000,000 - $10,999,999: 0.55% $11,000,000 - $11,999,999: 0.50% $12,000,000 - $12,999,999: 0.45% $13,000,000 - $13,999,999: 0.40% $14,000,000 - $14,999,999: 0.35% $15,000,000+: 0.30%
Account minimum: $500 Minimum fee: $500 minimum balance for Tactive Robo-Advisor (TRA) and Advisor Advice packages Fee-only: Annual fees as percentage of assets under management based on tiered schedule; no commissions charged.
Location
1990 Main Street, Suite 750
Sarasota, FL 34236
Most active in
Jon L has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Global Investment Advisory
2025 - Present (1 year)
American Global Wealth Management
2024 - Present (2 years)
Tactive Advisors, LLC
2024 - Present (2 years)
Eagle Wealth Advisors
2020 - 2024 (4 years)
Aegis Capital Corp
2015 - 2022 (7 years)
LCM Capital Advisors LLC
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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