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RIA / WealthAdvisor33 years in industry

Jon R Lee

Advisor at TACTIVE ADVISORS, LLC

SARASOTA, FL

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Search this name across graphsid dfx:ria:1b55f698-52bc-90c1-56e4-e6e193314f4d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Mar 9, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TACTIVE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 16, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 16, 1993
First registration: Mar 9, 2001
Dual registered: no
Other names: JON RAYMOND LEE
IAPD individual key: 2354294

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TACTIVE ADVISORS, LLC	Independent wealth	Jan 23, 2025	n/a	yes	SARASOTA, FL	Current employment
GLOBAL INVESTMENT ADVISORY	Independent wealth	May 27, 2025	Aug 25, 2025	no	Sarasota, FL\|MCDONOUGH, GA	Previous registration
ACCURATE WEALTH MANAGEMENT, LLC	Independent wealth	Jun 24, 2022	Sep 7, 2022	no	WESLEY CHAPEL, FL\|Sarasota, FL	Previous registration
EAGLE WEALTH ADVISORS	Independent wealth	Jun 8, 2020	Feb 1, 2024	no	Sarasota, FL\|WESTPORT, CT	Previous registration
AEGIS CAPITAL CORP.	Bd affiliated wealth	Jun 17, 2015	Jun 1, 2022	no	SARASOTA, FL\|NEW YORK, NY	Previous registration
JHS CAPITAL ADVISORS, LLC	Former SEC adviser	Apr 1, 2010	Jun 17, 2015	no	TAMPA, FL\|SARASOTA, FL\|TAMPA, FL	Previous registration
GUNNALLEN FINANCIAL, INC	n/a	Jul 23, 2007	Mar 23, 2010	no	SARASOTA, FL\|SARASOTA, FL\|DEERFIELD BEACH, FL\|SARASOTA, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Mar 9, 2001	Jul 30, 2007	no	SARASOTA, FL\|SARASOTA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GLOBAL INVESTMENT ADVISORY	n/a	Aug 25, 2025	n/a	n/a	Departure no registered destination	Departure
EAGLE WEALTH ADVISORS	ACCURATE WEALTH MANAGEMENT, LLC	Feb 1, 2024	Jun 24, 2022	-587	Firm change after gap	RIA to RIA
ACCURATE WEALTH MANAGEMENT, LLC	TACTIVE ADVISORS, LLC	Sep 7, 2022	Jan 23, 2025	869	Firm change after gap	RIA to RIA
AEGIS CAPITAL CORP.	EAGLE WEALTH ADVISORS	Jun 1, 2022	Jun 8, 2020	-723	Firm change after gap	Ibd to RIA
JHS CAPITAL ADVISORS, LLC	AEGIS CAPITAL CORP.	Jun 17, 2015	Jun 17, 2015	0	Firm change	Other
GUNNALLEN FINANCIAL, INC	JHS CAPITAL ADVISORS, LLC	Mar 23, 2010	Apr 1, 2010	9	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	GUNNALLEN FINANCIAL, INC	Jul 30, 2007	Jul 23, 2007	-7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112097:15007:FL:2015-06-17	Jun 17, 2015	Jun 17, 2015	TAMPA, FL	Firm change

Relationships

Registered with (8)

→ TACTIVE ADVISORS, LLCRegistered adviserregistration: current employment
Jan 23, 2025 to presentfactForm ADV
→ GLOBAL INVESTMENT ADVISORYRegistered adviserregistration: previous registration
May 27, 2025 to Aug 25, 2025factForm ADV
→ EAGLE WEALTH ADVISORSRegistered adviserregistration: previous registration
Jun 8, 2020 to Feb 1, 2024factForm ADV
→ ACCURATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 24, 2022 to Sep 7, 2022factForm ADV
→ AEGIS CAPITAL CORP.Registered adviserregistration: previous registration
Jun 17, 2015 to Jun 1, 2022factForm ADV
→ JHS CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 1, 2010 to Jun 17, 2015factForm ADV
→ GUNNALLEN FINANCIAL, INCRegistered adviserregistration: previous registration
Jul 23, 2007 to Mar 23, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Mar 9, 2001 to Jul 30, 2007factForm ADV

Dated events

Occurred
Aug 25, 2025
Advisor departed, no destination yet
Jon R Lee no longer registered at Global Investment Advisory; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Feb 1, 2024
Advisor changed firm
Jon R Lee left Eagle Wealth Advisors for Accurate Wealth Management, Llc (registered 2022-06-24)
Form ADVobserved 6 days ago
Occurred
Sep 7, 2022
Advisor changed firm
Jon R Lee left Accurate Wealth Management, Llc for Tactive Advisors, Llc (registered 2025-01-23)
Form ADVobserved 6 days ago
Occurred
Jun 1, 2022
Advisor changed firm
Jon R Lee left Aegis Capital Corp. for Eagle Wealth Advisors (registered 2020-06-08)
Form ADVobserved 6 days ago