DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jon R Lee

Tactive Advisors, LLCindependent RIASarasota, FlIA-onlyIAPD 2354294

Feed of 09/14/2026

Also filed as Jon Raymond Lee

At current firm

1 y

since Jan 23, 2025

In the industry

33 y

since Jul 16, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Tactive Advisors, LLC independent RIA current
since Jan 23, 2025 · Sarasota, Fl
Global Investment Advisory independent RIA
May 27, 2025 to Aug 25, 2025 · Sarasota, Fl
Accurate Wealth Management, LLC independent RIA
Jun 24, 2022 to Sep 7, 2022 · Wesley Chapel, Fl
Eagle Wealth Advisors independent RIA
Jun 8, 2020 to Feb 1, 2024 · Sarasota, Fl
Aegis Capital Corp. BD affiliated
Jun 17, 2015 to Jun 1, 2022 · Sarasota, Fl
Jhs Capital Advisors, LLC former
Apr 1, 2010 to Jun 17, 2015 · Tampa, Fl
Gunnallen Financial, Inc unclassified
Jul 23, 2007 to Mar 23, 2010 · Sarasota, Fl
Citigroup Global Markets Inc. BD affiliated
Mar 9, 2001 to Jul 30, 2007 · Sarasota, Fl

Moves

a registration end followed by a registration begin elsewhere

Global Investment Advisory to no registered destination
left Aug 25, 2025 · Departure, no registered destination
Eagle Wealth Advisors to Accurate Wealth Management, LLC
left Feb 1, 2024, registered Jun 24, 2022 (-587 days) · RIA to RIA
Accurate Wealth Management, LLC to Tactive Advisors, LLC
left Sep 7, 2022, registered Jan 23, 2025 (869 days) · RIA to RIA
Aegis Capital Corp. to Eagle Wealth Advisors
left Jun 1, 2022, registered Jun 8, 2020 (-723 days) · Affiliated broker-dealer or bank to independent RIA
Jhs Capital Advisors, LLC to Aegis Capital Corp.
left Jun 17, 2015, registered Jun 17, 2015 (0 days) · Other · moved with a team
Gunnallen Financial, Inc to Jhs Capital Advisors, LLC
left Mar 23, 2010, registered Apr 1, 2010 (9 days) · Other
Citigroup Global Markets Inc. to Gunnallen Financial, Inc
left Jul 30, 2007, registered Jul 23, 2007 (-7 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address