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President & Chief Executive Officer · Chilton Investment Services, LLC

Jennifer M. Lee

CRD 3116381 · Named on Form ADV at one SEC-registered adviser

At a glance

Chilton Investment Services, LLC, an SEC-registered wealth manager based in Stamford, CT with $8.2 billion in regulatory assets, lists Jennifer M. Lee on its Form ADV as President & Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Jennifer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

  • Richard L. ChiltonChairman, Director, Portfolio Manager-Equities, Chilton Investment Services, LLC
  • Garrison D. LickleDirector, Chilton Investment Services, LLC
  • Timothy W. HoranExecutive Vice President, Chief Investment Officer - Fixed Income, Chilton Investment Services, LLC
  • Porter J. GossDirector, Chilton Investment Services, LLC
  • Peter S. KimManaging Director, General Counsel, Chief Compliance Officer & Chief Operating Officer, Chilton Investment Services, LLC

6 more people named with Jennifer on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.