Broker Check
Jonathan  Lee

Jonathan Lee

Managing Partner

Jonathan is co-founder and partner of Hayden Financial Group, LLC. He began his financial advisory career in 1978. Since then Jonathan has specialized in investment, estate, and financial planning. He has been affiliated with several Boston firms including EFHutton & Co., and Tucker Anthony & R.L. Day. For the past 15 years Jonathan has been Vice-President and Senior Financial Consultant at Santander Investment Services, a division of Santander Bank.

With Alyson Basso, his fellow advisor, co-founder and partner, Jonathan works closely with clients to organize and gain control of their complex financial life. They listen carefully to fully understand their goals. They believe everyone deserves a sounding board, access to specialists, appropriate research, prudent strategies, conscientious follow-up and frequent communication. Jonathan and Alyson believe those commitments lead to confidence from their clients.

Jonathan holds the FINRA Series 7, 63 and 65 licenses as well as insurance licenses in Massachusetts and New Hampshire. A passionate and enthusiastic financial services practitioner for more than 40 years, Jonathan continues to be a student of the most current tools, strategies and best practices. To this end, Jonathan continues to study retirement planning, investment theory and insurance protection at the American College of Financial Services in Bryn Mawr, Pennsylvania.

Through the years Jonathan has attended and participated in many industry conferences and seminars. He was profiled in the municipal industry standard publication The Bond Buyer Magazine. In the interview Jonathan was asked his thoughts regarding the municipal bond market, industry trends and the probability of a “flat tax?” In the October 1996 issue Jonathan remarked, “there would be no flat tax any time soon.” And asked how the future looked Jonathan discussed supply and demand observing “the baby boomer generation stands to inherit in excess of $11 trillion driving financial markets for years to come.” More recently he found it interesting that the last boomer born will not even turn 58 until the end of 2020.

In 1975 Jonathan graduated from Connecticut College in New London earning the Bachelor of Arts degree. His major was American Studies. His focus was the 18th century history, art, literature and economy of New England life, as it were.

Jonathan and his wife Mary have two daughters. They live in Newburyport. When Jonathan takes a break from the excitement of Wall Street, he enjoys reading, family hikes, hitting tennis balls, cooking and fixing up his old house.