The Tangent Retirement Team

Lee Jones is the Founder and Private Wealth Manager at Tangent Retirement. In that role, he is responsible for developing and implementing diverse, strategy-based financial plans for his clients.

Mr. Jones has over 20 years of experience in the financial services industry and specializes in asset management with a focus on retirement and income planning. He is also well-versed in estate planning strategies, insurance, long-term care, small business and employer-sponsored 401(k) plans, 403(b) plans, and pension strategies (*). He primarily works with executives, engineers, small business owners, retirees, and individuals in need of financial guidance during a divorce or legal settlement.

In addition to his overall knowledge and experience in the financial planning arena, Mr. Jones also has a strong management background with a track record of success.

Before forming Tangent, Lee worked as a Partner and Wealth Manager at Stratos Wealth Partners. In his 7 years with the firm Lee built a thriving practice serving clients in Northern and Southern CA. His team managed over $250 Million dollars for trusted clients.

Prior to that, Mr. Jones served as a senior financial advisor at Union Bank, where he served a diverse client base with over $100 million in assets under management. From 2008 through 2011, he worked for JP Morgan Chase, serving as a vice president and investment manager. In that role, he was responsible for the oversight of more than 30 branch-based financial advisors in the orange county region including Laguna Beach, Newport Beach and Huntington Beach.

Lee began his career in the bank channel in 1999, starting as part time bank teller with Wells Fargo in Phoenix, Arizona. His career blossomed quickly, and he was promoted to branch manager in 2001, leading the most productive branch within retail banking in Northern Phoenix.
When Lee is not working, he enjoys spending time with his wife Lauren and Daughter Hannah. They all share a love for the California wilderness and make every effort to opt outside when they can.

*Tangent Retirement does not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation.