Jack Lee

Vice President of Investments
Financial Advisor

A University of Maryland graduate, Jack has been a Financial Advisor in Lakeland for more than 30 years.

He joined the Allen & Company team in 2009 and focuses on helping clients establish workable financial strategies that encourage wealth building, retirement planning and estate transfer. A Chartered Retirement Planning Counselor, he holds Series 7, 63, 65, 3 and is also licensed in Life, Health and Variable Annuities.

Jack donates much of his time and talents to serving his community. He is a member of the Downtown Lakeland Kiwanis Club, the Lakeland Chamber of Commerce and the Lakeland Economic Development Council.

Jack and his wife are both certified scuba divers and enjoy raising and training horses. They have lived in the Central Florida area for more than 30 years, and enjoy spending time with their two sons.

jlee@alleninvestments.com                                                                                                                                               Print Bio


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