Jeremiah J. Lee
I work with TriCord clients, families, and business owners to design coordinated financial plans that reflect their values and vision for the future
- Role
- Chief Executive Officer & Advisor at Tricord Advisors, Inc
- Location
- Riverside, CA, US
- LinkedIn followers
- 500 followers
Experience
Chief Executive Officer & Advisor
Jan 2020 — Present
Comprehensive wealth management (planning, investments, tax, and legal). With roughly $200 million in assets under management and administration*- we help clients build the life they love.#PlanningByTheNumbers #BuildingTheLifeYouLove*As of December 31, 2021, actively managing $175,588,316 on a discretionary basis and administering $23,797,063 in fixed and indexed annuities.
Education
Calvary Chapel Bible College
Associate of Theology
2002 — 2004
Boston University
Financial Planning Certificate Program
Pepperdine Law
Doctor of Law (J.D.)
2009 — 2012
University of California, Berkeley
Bachelor of Science (B.S.), Business Administration
2006 — 2008
University of California, Berkeley, Haas School of Business
Bachelor of Science (B.S.), Business Administration
2006 — 2008
Skills
- Civil Litigation
- Commercial Litigation
- Intellectual Property
- Mediation
- Corporate Law
- Litigation
- Due Diligence
- Legal Research
- Westlaw
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