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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analystdual registered (broker-dealer)28 years in industry

JAN PATRICK LEE

Advisor at PACKERLAND BROKERAGE SERVICES, INC.

GREEN BAY, WI | Annapolis, MD

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Search this name across graphsid dfx:ria:9ecf747a-4043-7c01-1ce9-e23582738b5e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 20, 1998 to Sep 15, 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: PACKERLAND BROKERAGE SERVICES, INC.
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: Nov 1, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S65
First exam: Nov 1, 1997
First registration: Feb 20, 1998
Dual registered: yes, broker-dealer
Other names: PATRICK LEE
IAPD individual key: 2947738

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
PACKERLAND BROKERAGE SERVICES, INC.	Independent wealth	Apr 15, 2024	n/a	yes	GREEN BAY, WI\|Annapolis, MD	Current employment
SPIRE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Aug 22, 2016	Apr 16, 2024	no	Severna Park, MD	Previous registration
SSN ADVISORY, INC.	Former SEC adviser	Jan 5, 2010	Aug 22, 2016	no	PASADENA, MD	Previous registration
MEDALLION ADVISORY SERVICES, LLC	n/a	Feb 20, 1998	Dec 31, 2009	no	PASADENA, MD	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
SPIRE WEALTH MANAGEMENT, LLC	PACKERLAND BROKERAGE SERVICES, INC.	Apr 16, 2024	Apr 15, 2024	-1	Firm change	Ibd to RIA
SSN ADVISORY, INC.	SPIRE WEALTH MANAGEMENT, LLC	Aug 22, 2016	Aug 22, 2016	0	Firm change	Other
MEDALLION ADVISORY SERVICES, LLC	SSN ADVISORY, INC.	Dec 31, 2009	Jan 5, 2010	5	Firm change	Other

Relationships

Registered with (4)

→ PACKERLAND BROKERAGE SERVICES, INC.Registered adviserregistration: current employment
Apr 15, 2024 to presentfactForm ADV
→ SPIRE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 22, 2016 to Apr 16, 2024factForm ADV
→ SSN ADVISORY, INC.Registered adviserregistration: previous registration
Jan 5, 2010 to Aug 22, 2016factForm ADV
→ MEDALLION ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Feb 20, 1998 to Dec 31, 2009factForm ADV

Dated events

Occurred
Apr 16, 2024
Advisor changed firm
Jan Patrick Lee left Spire Wealth Management, Llc for Packerland Brokerage Services, Inc. (registered 2024-04-15)
Form ADVobserved 4 days ago