Biography of Jon Lee Sarasota
In the heart of Sarasota County, Florida, Jon R Lee stands as a distinguished figure in the financial services sector. As the founder, managing partner, and CEO of LCM Capital Advisors, he brings over thirty years of industry experience to the table. A Sarasota native, his roots in the community run deep, which is reflected in his professional and personal endeavors
Educational Foundation
His academic journey began at Sarasota High School, from which he graduated in 1987 He furthered his education at the University of Florida, earning a Bachelor of Science degree in 1991 During his college years, he was not only a scholar but also an athlete, participating in both baseball and football His commitment to leadership and excellence was evident through his active membership in Alpha Tau Omega, a prominent leadership development fraternity.
Professional Milestones
Since founding LCM Capital Advisors in 2011, he has been instrumental in its growth, steering the firm to manage assets over $350 million. Under his leadership, the firm specializes in a range of services, including estate planning, financial analysis, retirement planning, investments, strategic financial planning, and wealth management. His goal is always to empower clients ranging from high-net-worth individuals to large corporations to understand their financial landscapes and achieve their financial goals
Licenses and Certifications
His expertise is backed by a robust set of licenses, including Series 7, 31, 65, and the Florida 2-14 Life and Variable Annuities Agent license These qualifications enable him to offer comprehensive financial advice and services, further solidifying his role as a trusted advisor in the economic landscape
Commitment to Community
A lifetime of living in Sarasota has fostered Jon's deep connection to his community. For over 25 years, he has been a vital part of the Boys and Girls Clubs of Sarasota and DeSoto Counties, contributing significantly to youth development. His involvement extends to several other charitable endeavors, such as the UNI Corporation and the Sarasota County Sheriff's Office advisory board His past volunteer work includes coaching football at Sarasota High School, demonstrating his dedication to nurturing young talents.
Personal Life and Interests
He resides on Siesta Key, a barrier island renowned for its picturesque beaches and vibrant community. His home life is enriched by the companionship of his two black Labrador
Retrievers An avid sports enthusiast, he enjoys pickleball, tennis, running, and working out He maintains memberships at the Sarasota Yacht Club and Sarasota Sports Club, where he engages in various activities that reflect his passion for fitness and the outdoors Additionally, his spiritual life is centered around his involvement with Bayside Community Church.
In every aspect of his life, Jon embodies a commitment to excellence, community, and personal growth, making him a respected and influential figure in both his industry and hometown. His leadership at LCM Capital Advisors and his extensive charity work continue to impact Sarasota, shaping a legacy of dedication and service