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RIA / WealthAdvisor12 years in industry

JACOB CHANDLER ODOM

Advisor at LEE FINANCIAL COMPANY, LLC

DALLAS, TX

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Search this name across graphsid dfx:ria:4036f8a6-6919-67ac-b236-4a304da04b0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 20, 2016 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: LEE FINANCIAL COMPANY, 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: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 30, 2015
First registration: Jan 20, 2016
Dual registered: no
IAPD individual key: 6397271

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
LEE FINANCIAL COMPANY, LLC	Independent wealth	Jun 24, 2023	n/a	yes	DALLAS, TX	Current employment
FSC SECURITIES CORPORATION	Former SEC adviser	May 4, 2023	May 12, 2023	no	DALLAS, TX	Previous registration
LEE FINANCIAL COMPANY, LLC	Independent wealth	Apr 13, 2017	Apr 7, 2023	no	DALLAS, TX	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jan 20, 2016	Feb 10, 2017	no	Dallas, TX	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
FSC SECURITIES CORPORATION	LEE FINANCIAL COMPANY, LLC	May 12, 2023	Jun 24, 2023	43	Firm change	Ibd to RIA
LEE FINANCIAL COMPANY, LLC	FSC SECURITIES CORPORATION	Apr 7, 2023	May 4, 2023	27	Firm change	RIA to ibd
FIRST ALLIED ADVISORY SERVICES, INC.	LEE FINANCIAL COMPANY, LLC	Feb 10, 2017	Apr 13, 2017	62	Firm change	Other

Relationships

Registered with (3)

→ LEE FINANCIAL COMPANY, LLCRegistered adviserregistration: previous registration
Apr 13, 2017 to Apr 7, 2023factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
May 4, 2023 to May 12, 2023factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jan 20, 2016 to Feb 10, 2017factForm ADV

Dated events

Occurred
May 12, 2023
Advisor changed firm
Jacob Chandler Odom left Fsc Securities Corporation for Lee Financial Company, Llc (registered 2023-06-24)
Form ADVobserved 6 days ago
Occurred
Apr 7, 2023
Advisor changed firm
Jacob Chandler Odom left Lee Financial Company, Llc for Fsc Securities Corporation (registered 2023-05-04)
Form ADVobserved 6 days ago