JO
JO

Jacob Chandler Odom

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net WorthFinancial Planning & CoachingTax PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
431 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$1.5B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20.0M - $30.0M0.50%
$30M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8350 N. Central Expressway, Suite 1800, Dallas, TX, 75206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jacob is the owner/founder of Hard Eight Auto, a non-investment related automobile purchase consulting service. He has assisted a few family/friends and firm clients, but does not actively advertise the service.

Employment History
Current Registrations
Lee Financial Company, LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Fsc Securities Corporation
May 2023 - May 2023 · 0 mos
Lee Financial Company, LLC
April 2017 - April 2023 · 6 yrs
First Allied Advisory Services, INC.
January 2016 - February 2017 · 1 yr 1 mo
First Allied Securities, INC.Broker
July 2015 - February 2017 · 1 yr 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Jacob Chandler Odom - Financial Advisor | TrueAdvisor