Jake Lee

Jake Lee

LPL Registered Administrative Assistant

Jake graduated from the University of Michigan with a Bachelor of Arts degree in Economics.  While there he was a four-year varsity letterman in cross country and track. He was a part of numerous organizations on campus including the Student Athlete Advisory Committee and Athletes in Action.

He later attended Grand Valley State University where he studied financial planning and was an All-American, helping the Lakers achieve their second ever National Championship in cross country.

Jake started working as a Registered Administrative Assistant for DDR Wealth Advisors in 2023 and is now a full-time Financial Consultant. He holds the Certified Plan Fiduciary Advisor designation (CPFA®) representing a uniform standard of fiduciary care for his clients.

Jake enjoys being active in the community serving as a Chairman’s Circle member for the Crim Fitness Foundation and an advisory board member for the Genesee County Salvation Army.

Jake is still an avid runner and now focuses on marathons, specifically the World Marathon Majors. When he’s not running, he enjoys watching Michigan football, Premier League soccer, fishing, reading, and being on the golf course.