After spending 16 years as a leader in the wellness and fitness industry, Jason Lee has taken his passion for serving others and moved from health management to wealth management. He joined Ron Schutz-Planning Business Transitions, LLC in September 2017 and became a Vice President in 2018. He has a commitment to serving others in the community and for helping his clients to achieve their financial goals.
Jason’s Kolbe Profile is 6-3-7-4 which says he considers all the evidence presented and promotes alternatives for the client to evaluate. He is flexible and responds appropriately to those around him. He seeks and challenge and willing to help initiate change. He enjoys working with entrepreneurs who want to take on the next challenge. He finds that they are often more focused on financial independence and success and less on retirement plans.
Jason is a member of The Economic Alliance Houston Port Region.
Licensed to conduct securities business in Texas and Colorado.
Licensed to conduct investment advisory business in Colorado, Oklahoma and Texas.
Licensed to offer insurance in Texas.
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*Investment products and services recommended may include fees, commissions and expenses.
SMART Group Houston
5225 Katy Freeway ste. 430
Houston, TX 77007
Contact Jason for your free* initial consultation today!