Lee Burton Jones

22 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth

Golden State Equity Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

1,490 clients

Average Client Portfolio

$591K average

Assets Under Management

$880.4M

Fee Structure

Location

201 E. Sandpointe Ave, Suite 460, South Coast Metro, CA, 92707

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History

Regulatory History (1)

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Criminal

July 1997

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Lee is associated with Tangent Retirement Inc. for tax/investment purposes, dedicating minimal time to this activity.

Employment History

Current Registrations

Golden State Equity Partners, LLC

September 2022 - Present · 3 yrs 5 mos

Previous Registrations

Golden State Equity Advisors, LLC

February 2021 - September 2022 · 1 yr 7 mos

Stratos Wealth Partners, LTD

December 2013 - February 2021 · 7 yrs 2 mos

LPL Financial LLCBroker

December 2013 - March 2021 · 7 yrs 3 mos

Unionbanc Investment Services, LLC

January 2012 - December 2013 · 1 yr 11 mos

Unionbanc Investment Services, LLCBroker

January 2012 - December 2013 · 1 yr 11 mos

Chase Investment Services CORP.Broker

May 2009 - January 2012 · 2 yrs 8 mos

Chase Investment Services CORP.

May 2009 - January 2012 · 2 yrs 8 mos

Wamu Investments, INC.

September 2008 - May 2009 · 8 mos

Wamu Investments, INC.Broker

August 2008 - May 2009 · 9 mos

Compass Brokerage, INC.Broker

November 2007 - June 2008 · 7 mos

Chase Investment Services CORP.Broker

July 2005 - September 2007 · 2 yrs 2 mos

Chase Investment Services CORP.

July 2005 - September 2007 · 2 yrs 2 mos

Banc One Securities Corporation

March 2005 - July 2005 · 4 mos

Banc One Securities CorporationBroker

March 2005 - July 2005 · 4 mos

Wells Fargo Investments, LLC

January 2003 - November 2004 · 1 yr 10 mos

Wells Fargo Investments, LLCBroker

October 2002 - November 2004 · 2 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.