Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
2yrs
Jackson Lee
Financial advisor at Cambridge Investment Research Advisors
Jackson Lee is a fiduciary financial advisor in Jacksonville, Florida, with 2 years in the industry. Jackson joined Cambridge Investment Research Advisors in 2025, after less than a year at J. W. Cole Advisors. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office4465 Baymeadows Rd., Suite. 3, Jacksonville, FL 32217
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowCambridge Investment Research Advisors, Inc.Current firm
- Mar 2025 – May 2025J. W. Cole Advisors, Inc.Previously
Contact Jackson
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Jackson. 4465 Baymeadows Rd., Suite. 3Jacksonville, FL 32217Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Jackson
Tailored to Jackson’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jackson
How do I contact Jackson?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Jackson Lee. Jackson works from the Jacksonville, FL office.
How long has Jackson been a financial advisor?
Jackson has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Jackson hold?
Series 66. Tap any license on this page to see what it allows.
Is Jackson a fiduciary?
Jackson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jackson paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Jackson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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