Jared Michael Lee

Financial advisor at C2 Private Wealth · Novi, MI

Last updated 2026-10-10

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Jared Michael Lee is a financial advisor at C2 Private Wealth in Novi, MI, CRD 7949538. Licenses and exams on the registration: Series 65. IAPD registration began 2024-06-28.

Registration

CRD number
7949538
Registration status
Active
IAPD registration
2024-06-28
Industry Experience
2 years
Work Experience
13 years
States registered
MI

Licenses and exams

  • Series 65

Work history

  • 2024-06 to Present · Strategic Investment Advisors, LLC · Livonia, MI
  • 2013-06 to 2023-04 · Full Time Student · Dearborn, MI
  • 2023-05 to Present · Strategic Investment Advisors, LLC · Livonia, MI
  • 2022-06 to 2022-09 · Ford Credit · Dearborn, MI
  • 2021-04 to 2021-09 · Signature Associates · Southfield, MI

Current employment

SEC IAPD record for Jared Michael Lee

C2 Private Wealth

Regulatory AUM
$1,816,297,187
Registered advisors
14
Offices
7
Clients per advisor
147.6 (High)
Average AUM per client
$879.1K (Low)
High-net-worth client ratio
24.9% (Moderate)

C2 Private Wealth: advisors, services and reported ETF investments

About

Jared Michael Lee is a financial advisor at C2 Private Wealth in Novi, MI. Reported securities licenses include Series 65. The latest record indicates 2 years of industry experience and 13 years of reported work history. Reported roles include Strategic Investment Advisors, LLC, Full Time Student, Ford Credit, Signature Associates.

C2 Private Wealth's firm-level Form ADV reports 14 advisors across 7 offices; approximately 147.6 clients per advisor, average assets per client of $879,137, and regulatory AUM of $1.8B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.

What this firm offers

Filed by C2 Private Wealth on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Accountant or Accounting Firm
  • Insurance Company or Agency

Location

29409 Haggerty Road, Novi, MI 48377

14 advisors at this office.

C2 Private Wealth office in Novi, MI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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