Jerome V. Lee

EVERMAY WEALTH MANAGEMENT

ARLINGTON, VA 22203

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CRD#: 7971763

Professional summary

Jerome Vernon Lee Jr., who also goes by Jerome Vernon Lee, is a registered financial advisor currently at EVERMAY WEALTH MANAGEMENT, LLC located in Arlington, Virginia.

Jerome is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jerome has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jerome Vernon Lee

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerome Vernon Lee Jr.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 21, 2026 - Present

EVERMAY WEALTH MANAGEMENT, LLC

Office #1: 3901 Fairfax Drive Suite 400, Arlington, VA 22203

RIA

CRD#: 149230

ARLINGTON, VA

Past

May 2, 2026 - August 14, 2026

ARES MANAGEMENT CAPITAL MARKETS LLC

CRD#: 166219

New York, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230 / SEC#: 801-70170

RIA

Registered Investment Advisory firm - (3/27/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(9/21/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 9/11/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 6/13/2026

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 5/2/2026

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 8/7/2023

Securities Industry Essentials Examination

Current Firm

EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230 / SEC#: 801-70170

RIA

Registered Investment Advisory firm - (3/27/2009 Approved)

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Contact information

Main Address

3901 Fairfax Drive Suite 400, Arlington, VA 22203

Mailing Address

Phone number

(703) 822-5696

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERMAY WEALTH MANAGEMENT FORM ADV PART 2A (3/27/2026)

Regulatory assets under management

Total Number of Accounts	1,957
AUM (Assets Under Management)	$ 1,329,578,501

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/21/2025	Cover Page	Report
10/04/2024	Cover Page	Report
10/16/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jerome V. Lee

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerome Vernon Lee Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

ARES MANAGEMENT CAPITAL MARKETS LLC

Primary Firm SEC Registration

EVERMAY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 9/11/2026

Series 63

Passed: 6/13/2026

Series 7TO

Passed: 5/2/2026

SIE

Passed: 8/7/2023

Current Firm

EVERMAY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EVERMAY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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