Justin H. Lee
Financial Advisor | FounderJMJ Financial Group, Inc.
Justin Lee is a financial advisor specializing in customized tax planning strategies for high-income business owners and affluent individuals. Since founding JMJ Financial Group in 2008, he has helped clients reduce tax liability, preserve wealth, and build long-term financial security through advanced strategies such as cash balance plans, business succession solutions, and generational asset transfer strategies.
Based in Chicago, Justin serves clients across the country. With a degree in Actuarial Science from the University of Illinois, he brings a strong analytical foundation to each client engagement. Known for his strategic insight and personal approach, he partners closely with successful entrepreneurs and professionals to deliver tailored, results-driven solutions.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice.