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Jon Lee Sarasota's avatar

Jon Lee Sarasota

Managing Partner and CEO Financial Servies, LCM Capital Advisors
he/him · Sarasota , Florida

Jon Lee is the driving force behind LCM Capital Advisors, a financial services firm he established in 2011. As CEO and managing partner, he has elevated the firm's asset management to over $350 million. A Sarasota County native, he boasts over three decades of industry experience. After graduating from Sarasota High School in 1987 and the University of Florida in 1991, he has remained committed to his roots, currently residing on Siesta Key with his two black Labrador Retrievers. Under his leadership, LCM Capital Advisors has become a cornerstone in strategic financial planning, specializing in estate planning, investment strategies, and wealth management. His professional accreditations include Series 7, 31, 65, and Florida 2-14 Life and Variable Annuities Agent licenses, empowering him to offer a comprehensive range of financial services. His influence extends beyond the corporate realm into significant community involvement. He has a longstanding commitment to the Boys and Girls Clubs of Sarasota and DeSoto Counties, where he has contributed over 25 years of board service, championing youth development. His engagement with the local community is further exemplified by his roles with the nonprofit UNI Corporation and the Sarasota County Sheriff's Office advisory board. His personal life reflects a blend of active and leisure pursuits. A member of the Sarasota Yacht Club and the Sarasota Sports Club, Lee enjoys pickleball, tennis, boating, and fitness activities. He also participates in skiing and travel, demonstrating his passion for both adventure and the tranquility of his home on Siesta Key. Jon Lee embodies dedication to his professional career and his community, ensuring his legacy in Sarasota is marked by financial acumen and a deep commitment to local development.