Lee R. Johnson, Jr., CFA, MBA

• Founder & Owner, Valor Asset Management
• Former Chief Investment Officer, LPL Financial-affiliated firm
• Investment industry experience since 2007
• CFA® Charterholder
• MBA in Finance, The George Washington University (magna cum laude; Business Academic All-American)

Lee has been in the investment industry since 2007, beginning his career as an assistant portfolio manager, analyst, and trader in the Private Client Group at Wells Fargo Advisors. His early work focused on stock analysis and selection in the large- and mid-cap space.

In 2016, Lee transitioned to the independent RIA space, joining a firm affiliated with LPL Financial as Chief Investment Officer. There, he became a founding member of Valor Asset Management, developing a highly customized asset management platform offering diversified and stock-focused models.

He worked closely with advisors to support portfolio management and trading,helping grow the platform to over 20 advisors.

In 2023, Lee launched his own firm, Valor Asset Management, and in 2025 brought his asset management expertise to Professional Planning Associates in Philadelphia. As an Investment Adviser Representative with Cetera Advisors LLC,, he provides disciplined, investment strategies shaped by research on major market events.

Lee brings a disciplined, analytical approach to investment management and is committed to helping clients navigate complex financial markets with confidence and clarity.

Before his career in finance, Lee served eight years as a nuclear submarine officer in the U.S. Navy, achieving the rank of Lieutenant. During his service aboard the USS Trepang, he earned multiple technical qualifications and received two Navy and Marine Corps Achievement Medals.

He is a CFA® Charterholder and an Eagle Scout.