Broker Check
Jonas Lee

Jonas Lee

Founding Partner

In the spirit of long term endurance, Jonas Lee has been in the insurance and financial industry for over 28 years with Massachusetts Mutual Life Insurance Company (MassMutual). Originally hired by Connecticut Mutual in March of 2004 and then transition through a merger to MassMutual, Jonas has seen and experienced many challenging business cycles in his career. It was through keen observation that a fellow life insurance agent saw in him the sincere desire to help others a referral and recommendation for a career in the life insurance industry began.

Jonas’ career began in 1984 as a life agent but was hired as an investment specialist for Connecticut Mutual. In the first year in business, Jonas observed that a specialist who was willing to guide an agency and later a company to market investment vehicles to clients was born. From 1985 through 1996, Jonas defined the role of and agency investment specialist and compliance officer for Connecticut Mutual. He has since retired from that role and has been of service to his clients in the areas of wealth preservation and insurance.

In 1996, through a merger of two insurance powerhouses, Connecticut Mutual and MassMutual, Jonas was invited to join the Beverly Hills agency of MassMutual to participate and expand his experience and knowledge to one of the premier agencies of the MassMutual system. His awards include Agency Investment Top Producer from 1996 to 2008, a perennial Leaders Club member with MassMutual, and from MassMutual Trust Company FSB; Crystal Club Award 2008:2009 and Trust Excellence Award 2010, 2011.

Jonas has a Bachelor of Science in Business Marketing from California State University at Northridge. He holds a FINRA registration 6, 7, 66. CA Insurance License #0660245, Hawaii Insurance License #373962. Jonas lives in Porter Ranch, California and has been involved with various aspects of Holy Cross Hospital Century Club, San Fernando Chamber of Commerce, San Fernando Kiwanis Club, the Dream Center, and is philanthropically involved with church building at the Shepherd of the Hills in Porter Ranch, California.

Jonas Lee is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC.

Member SIPC.

Supervisory Office: 4695 MacArthur Court, Suite 1000, Newport Beach, CA 92660, 949.660.1717.

CA Insurance License #0660245