Adviser and broker representative · Packerland Brokerage Services, Inc.
Jan P. Lee
CRD 2947738 · Green Bay, WI
At a glance
Jan P. Lee is an investment adviser representative with Packerland Brokerage Services, Inc. in Green Bay, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jan’s SEC record dates to 1998, about 28 years ago. Jan is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Packerland Brokerage Services, Inc.Since April 2024Green Bay, WI · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 4 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.