Jon Lee Sarasota

In Sarasota County, Florida, Jon R. Lee is recognized as a transformative leader in the financial sector. As the Managing Partner and CEO of LCM Capital Advisors, his impressive career spans over 30 years, during which he has significantly impacted the financial services industry. His firm, which he founded, has become a cornerstone in Florida's economic landscape, managing substantial assets and guiding numerous clients toward their financial goals.

Foundational Years and Education

A Sarasota native, Jon's formative years were spent immersed in the community he still serves. He graduated from Sarasota High School in 1987 and continued his education at the University of Florida, where he earned a Bachelor of Science in 1991. His college years were marked by active participation in sports and membership in Alpha Tau Omega, highlighting his early leadership qualities.

Professional Growth and Contributions

Jon founded LCM Capital Advisors in 2011. Under his leadership, the firm has grown to manage over $350 million in assets. Specializing in estate planning, financial analysis, retirement planning, investments, strategic financial planning, and wealth management, he has committed to helping both high-net-worth individuals and large corporations achieve their financial aspirations.

Certifications and Expertise

Holding Series 7, 31, 65, and Florida 2-14 Life and Variable Annuities Agent licenses, Jon is equipped to offer a comprehensive range of financial services. These certifications endorse his ability to advise on securities, manage futures funds, and act as an investment adviser, underscoring his broad expertise in the financial realm.

Dedication to Community

His dedication extends beyond professional achievements to significant charitable efforts. For over 25 years, he has been a steadfast supporter of the Boys and Girls Clubs of Sarasota and DeSoto Counties, profoundly impacting youth development. Additionally, his roles with the UNI Corporation and the Sarasota County Sheriff's Office advisory board demonstrate his commitment to local community welfare.

Personal Life and Passions

Jon resides on Siesta Key, a locale celebrated for its beautiful beaches and vibrant community. His interests include boating, pickleball, tennis, running, skiing, and traveling. He is also a longstanding member of both the Sarasota Yacht Club and Sarasota Sports Club, reflecting his active lifestyle. Deeply involved with Bayside Community Church, he contributes to various community initiatives through his religious affiliation.

A Legacy of Leadership and Service

Jon Lee's life and career exemplify a commitment to excellence and community. From his professional endeavors at LCM Capital Advisors to his engagements in Sarasota, his impact is profound and enduring. His story is one of success, service, and an unwavering dedication to the principles that have guided his journey.