Jacob “Mac” Lee

Financial Advisor & Founding Partner

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’ll also serve the Nashville area as Bluff City Advisory Group’s remote team member. 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.

 

Location: 6840 Carothers Parkway, Suite 100 | Franklin, TN 37067

 

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Bluff City Advisory Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer- service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Phone (615) 386-6398