Jeremiah J. Lee Portrait


J.D., CFP®

Principal & Chief Executive Officer

Jeremiah J. Lee Portrait

Jeremiah helps business owners and professionals take control of their finances and get excited about their futures. He is both a financial planner and an attorney—providing holistic services that add real world value to clients’ lives. Jeremiah joined TriCord Advisors, Inc. in 2020 and founded TriCord Legal Services, Inc. to provide legal services to the clients of TriCord Advisors when needed.

 Jeremiah is a third-generation resident of Riverside, California, where he continues to live with his wife and their four children. When not at work, he is on an adventure with his family or making progress on a ten-year goal of section hiking the Pacific Crest Trail with his father. Jeremiah is a graduate of Leadership Riverside Class of 2017 through the Greater Riverside Chambers of Commerce. He is a member of the Regional Advisory Board of Big Brothers Big Sisters of Orange County & The Inland Empire, is a Board Member of the Woodcrest Christian School System, and serves at his local church.

Jeremiah earned his undergraduate degree from U.C. Berkeley’s Haas School of Business followed by two years working in San Francisco as an analyst with the global management consulting firm Huron Consulting Group (NASDAQ: HURN). Jeremiah graduated cum laude from Pepperdine University School of Law, where he was a faculty scholar on a full-ride scholarship and the editor-in-chief of the Journal of Business, Entrepreneurship & the Law. While in law school, he served as an extern to the Honorable Otis D. Wright II in the U.S. District Court for the Central District of California and interned with Western Asset Management Company in London, U.K. under the local general counsel.

Prior to joining TriCord Advisors, Inc., Jeremiah spent seven years with Best Best & Krieger LLP, a full-service law firm, with over 200 attorneys and 10 offices. He practiced as a business attorney in California, focusing his time on mergers and acquisitions, commercial real estate, estate planning, and business and succession planning. Jeremiah is a CERTIFIED FINANCIAL PLANNER™.

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