Jacob Lee

Financial Consultant

Jacob Lee has joined Bluff City Advisory as a financial consultant who keeps his clients’ priorities first when it comes to wealth accumulation, distribution and transfer. As a Nolensville, Tennessee, resident, he serves the Nashville area, representing Bluff City Advisory Group in Middle Tennessee. Jacob brings a wealth of knowledge and diverse experience to the team, which will ultimately help better serve the firm’s clients. He understands how to leverage his knowledge of the industry to help clients succeed in their wealth-related needs. 

 

Jacob holds numerous industry certifications, including certificates in life insurance, health insurance and long-term care. He also carries Financial Industry Regulatory Authority (FINRA) licenses in Series 6, 7 and 65. Along with his duties at Bluff City Advisory, Jacob serves as a member of Dergalis Associates, a professional group run by Equitable, that assists real estate agents in their investment advisory products and services, as well as annuity and insurance products. 

 

The Brandon, Mississippi, native earned his bachelor’s degree in finance from Middle Tennessee State University. Jacob looks forward to expanding Bluff City Advisory’s reach to the eastern part of the state as he continues to help clients reach their financial goals.


Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Bluff City Advisory Group is not owned or operated by AXA Advisors, LLC or its affiliates.