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Jack Lee

Senior Vice President of Advanced Market

In addition to his corporate clientele, he represents over two hundred orthopedic surgeons across the United States. Some of these include the Team Doctors for all of New York's professional sports organizations.


With his many years of experience, Jack and his associates are well equipped to offer their clients a wide range of insight and expertise to help them navigate the complex nature of today’s financial environment. Working together with his team of diversified professionals, they evaluate and analyze risk and risk tolerance in order to identify potential vulnerabilities in their clients' personal planning.


Prior to starting JSL Associates in 2017, M.r Lee spent 20 years with the Northwestern Mutual Life Insurance Company. While at Northwestern Mutual, he was the leading national producer for disability insurance. In 2000, Jack joined MetLife as their disability insurance advisor. During his tenure as an agent and advisor, he was a consistent leading producer, earning many corporate and industry awards along the way.


Mr. Lee has his FINRA Series 63 and 7 licenses.


Jack lives in Aquebogue NY with his wife of 34 years, Lisa. They have two children and a granddaughter.


Jack is an accomplished amateur golfer and enjoys boating with his family and friends.

Jack Lee
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CONTACT

todd@keyarx.com

Mobile: 919-768-2362

Office: 732-983-9830

PLAN A MEETING

To schedule a meeting with Paul go to https://calendly.com/toddneville-keyarx

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Investment advice offered through Research Financial Strategies, a registered investment advisor.  

Securities Offered Through League Capital Markets, LLC. A Member of FINRA, SIPC  (Telephone: 212-588-0580)

LOCATIONS

Corporate Headquarters:

101 Crawfords Corner Rd, #1300

Holmdel, NJ 07733-1978

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78 SW 7th St, 5th Floor

Miami, FL 33130

 

2273 Research Blvd. Suite 101

Rockville, MD 20850-3264

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823 Pueblo Court

Naperville IL 60565-5310

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1050 East 86th Street 55-C

Indianapolis, Indiana 46240 

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