Jacob Odom

Portfolio Manager-Equities at Lee Financial Co. LLC

Finance

Consumer Services

Profile

Jacob Chandler Odom is currently working as a Portfolio Manager at Lee Financial Co. LLC since 2023.
Previously, he worked as a Client Service Manager at Covenant Wealth Strategies LLC from 2014 to 2017.
He completed his undergraduate degree at Southern Methodist University in 2014.

Jacob Odom active positions

Companies	Position	Start
Lee Financial Co. LLC Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities.	Portfolio Manager-Equities	01/02/2017

All active positions of Jacob Odom

Former positions of Jacob Odom

Companies	Position	End
Covenant Wealth Strategies LLC Covenant Wealth Strategies LLC Investment ManagersFinance Covenant Wealth Strategies LLC is a financial planning company that offers independent and comprehensive financial planning and investment strategies. The private company is based in Wilmington, DE. The company prioritizes their clients' success and well-being and strive to put them in a position of strength to make educated decisions and achieve their goals. The company provides comprehensive financial planning services including retirement planning, investment planning, executive compensation planning, estate and legacy planning, risk management planning, and education planning. The company's approach involves understanding the overall financial objectives and designing a strategy that strives to build and preserve wealth over the course of a lifetime.	Corporate Officer/Principal	01/02/2017

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Training of Jacob Odom

Southern Methodist University

Undergraduate Degree

Experiences
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Linked companies

Private companies	2
Lee Financial Co. LLC Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities.	Finance
Covenant Wealth Strategies LLC Covenant Wealth Strategies LLC Investment ManagersFinance Covenant Wealth Strategies LLC is a financial planning company that offers independent and comprehensive financial planning and investment strategies. The private company is based in Wilmington, DE. The company prioritizes their clients' success and well-being and strive to put them in a position of strength to make educated decisions and achieve their goals. The company provides comprehensive financial planning services including retirement planning, investment planning, executive compensation planning, estate and legacy planning, risk management planning, and education planning. The company's approach involves understanding the overall financial objectives and designing a strategy that strives to build and preserve wealth over the course of a lifetime.	Finance