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JL
JL
Jason J Lee
Fountainhead Advisors
14 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & Coaching
Retirement Planning
Investment Management
Fountainhead Advisors
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,289 clients
Average Client Portfolio
$791K average
Assets Under Management
$1.0B
Fee Structure
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $250K
1.45%
$250K - $500K
1.35%
$500K - $1.0M
1.25%
$1.0M - $2.5M
1.15%
$2.5M+
1.05%
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
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Location
12667 Alcosta Blvd, Ste 150, San Ramon, CA, 94583
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Regulatory
October 2017
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Fountainhead Advisors
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Morgan Stanley
August 2019 - August 2023 · 4 yrs
Morgan Stanley
Broker
August 2019 - August 2023 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2018 - August 2019 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
June 2018 - August 2019 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - February 2018 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
July 2012 - February 2018 · 5 yrs 7 mos
Unionbanc Investment Services, LLC
Broker
May 2011 - June 2012 · 1 yr 1 mo
State Registrations
1 state
CA
Advisor
Exams
No exam information available for this advisor.