Testimonials

I have known Jon Lee personally for over 25 years, however, I utilized multiple different financial advisors because I was raised not to do business with friends. Bad decision...Jon has now handled my retirement and investment accounts for the past 10+ years and I regret not going to him sooner. He is very responsive and accessible. He is also very knowledgeable and with his guidance my accounts have experienced phenomenal growth. I have complete confidence in Jon and his staff and I highly recommend him.

Placing your financial future into the trust of a brokerage does not have to be an unsettling experience and with LCM you can be confident you've made the right decision. Jon Lee walked me through everything with patience and answered all my questions. His wisdom of, and experience with, the market has proven time and time again that I made the right decision!

I moved to Sarasota several years ago and didn't have a local company or person that I trusted to manage mine and my children's financial future.
I was introduced to Jon Lee and LCM Capital Advisors. The rest is history. He has managed everything as if it were his own. Our portfolio has increased in value every year but more importantly to me, Jon was always available not just for business but as a friend. He introduced me to options to preserve our family's wealth and for that I am forever grateful. He is always accessible for any and all questions, opinions, etc.
There is nobody I trust to manage our investments like Jon and the wonderful team at LCM Capital Advisors.

I have been working with Jon Lee for over 20 years. Jon's knowledge of wealth management is impressive. Everyone at LCM is a great to work with, very professional, extremely responsive and helpful any time needed. I highly recommend Jon and LCM for any wealth management needs.

LCM Capitol has helped our employees with growing there 401K portfolio with great advice and personal interaction with every one of them that has reached out for assistance. Jon and Joe have exceeded our expectations from day One. Glad we switched to LCM Capitol to handle our company's 401K program.

Very personal attention/services...phone calls, texts, emails, are all answered in timely (or faster) manner, a major concern with most 'wealth advisors'

LCM helped me get out of a mediocre financial service and worked with me to turn my investing ways to a much more profitable pathway to a planned secured future Jon Lee has kept in contact with me throughout and I have great trust in his advice

Professional, knowledgeable, and friendly! A class act!

I was referred to Jon Lee by a business associate a couple of years ago and I have since referred others to him. My family is surprised and thrilled to see our portfolio grow so quickly, unlike our previous experience with a national company. Jon provides the personal attention of a local company but has surpassed the results of "the big boys" for us.

Jon is an wealth of knowledge across many financial fields. I would highly recommend him to anyone around the Sarasota, FL area looking to increase their wealth and explore their financial opportunities.

We have had our investments with this company for over 10 years and have been very satisfied with their performance. Jon Lee has been quick to respond to our requests and also to advise us our account's performance. We would recommend this company for all investment requirements.

We have worked with Jon Lee at LCM Advisers for several years. He has been responsive to our needs and insightful in his thoughts and recommendations. He a great guy to work with for all your financial needs. Don't hesitate, call him today.

Great financial advisor with expertise in wealth management.

From Dawn Ramsey - Jon has been handling our finances for several years. I am pleased with the services he and his office have provided so far. Jon is a very kind and caring person. His knowledge of the field is outstanding! Our investments have done very well and I owe that all to him :).

Jon Lee has been my financial advisor for 15 years. I have the utmost confidence in Jon. We've been through challenging markets and he always comes through. I highly recommend Jon

My family and I have worked with Jon for several years and he has exceeded expectations. His professionalism, knowledge and track record are proven but his attention to the clients needs is why I recommend him.

Jon is an awesome person. I totally trust Jon Lee with my finances and have used his services for the past 10 years.

I've been using LCM capital advisor with Jon Lee for the past 12 years. The family atmosphere, along with the professionalism of the group has always made me feel comfortable with my finances and retirement goals. I highly recommend using Jon Lee for your investing needs.

Jon Lee has managed my investments for several years and has done a tremendous job. He is easy to communicate with always and is always available to talk when necessary. I would highly recommend Jon Lee and LCM Capital Advisors.

Been investing with LCM for over 5 years. The expertise that Jon Lee has in his field brings great results.

I was raised in a family that believed in investing and both my father and grandfather were very conservative investors. I have been handling my own investments for almost 50 years and have done well. Three years ago my wife and I met Jon Lee through our attorney and we slowly began to build our account with LCM. Jon has done a fantastic job building our account which has taken pressure off of me and allowed me to enjoy my retirement secure in the knowledge that our finances are safe, growing, and well looked after. Thanks Jon, you're the best.

Jon's expertise with what is best for you with your money and investments have been proven with prosperity and stability

Successful for a reason...and very personable.

Had an opportunity to send many clients to Jon Lee.

I have been working with Jon Lee for over 20 years. Jon's knowledge of wealth management is impressive. Everyone at LCM is a great to work with, very professional, extremely responsive and helpful any time needed. I highly recommend Jon and LCM for any wealth management needs.

Professional, knowledgeable, and friendly! A class act!

I have known Jon Lee personally for over 25 years, however, I utilized multiple different financial advisors because I was raised not to do business with friends. Bad decision...Jon has now handled my retirement and investment accounts for the past 10+ years and I regret not going to him sooner. He is very responsive and accessible. He is also very knowledgeable and with his guidance my accounts have experienced phenomenal growth. I have complete confidence in Jon and his staff and I highly recommend him.

LCM Capitol has helped our employees with growing there 401K portfolio with great advice and personal interaction with everyone of them that has reached out for assistance. Jon and Joe have exceed our expectations from day One. Glad we switched to LCM Capitol to handle our company's 401K program.

LCM helped me get out of a mediocre financial service and worked with me to turn my investing ways to a much more profitable pathway to a planned secured future Jon Lee has kept in contact with me throughout and I have great trust in his advice

Placing your financial future into the trust of a brokerage does not have to be an unsettling experience and with LCM you can be confident you've made the right decision. Jon Lee walked me through everything with patience and answered all my questions. His wisdom of, and experience with, the market has proven time and time again that I made the right decision!