Jason Lee - Founder of JasonWheel | Quant Systems Architect

About Jason

Professional Profile

Founder of JasonWheel.com and architect of the JW4 Engine, an AI-enhanced quantitative options research platform focused on systematic credit-spread analysis, volatility regimes, and disciplined risk controls.

This page is intentionally selective: it highlights the professional narrative most relevant to potential investors, strategic partners, and quantitative collaborators. Jason’s background combines production-grade data systems, regulated research infrastructure, and algorithmic market analysis, with a focus on turning noisy information into modular, auditable decision engines.

Education

Master of IT Project Management (1st Class Hons) - AUT (2023)

Education

Master of IT Engineering - Taiyuan University of Technology (2014)

Flagship Product

JasonWheel / JW4 Engine

Institutional-grade algorithmic options research infrastructure

JasonWheel is a proprietary quantitative infrastructure project for the US options market. The JW4 Engine combines probability modeling, volatility-state analysis, automated screeners, and AI-assisted interpretation to evaluate high-probability Credit Spread opportunities.

The platform is engineered as a research and execution-support stack rather than a discretionary trading diary, integrating:

VIX State Machine & Volatility Regime Detection
NLP Sentiment Engine for X and Reddit Flow
Macro Event Parsing & Earnings Context
Multi-factor Options Screener
Rules-driven Position and Risk Monitoring

"The goal is repeatable, data-led decision support with clear risk boundaries, transparent assumptions, and auditable system logic."

JasonWheel provides technology, analytics, and research infrastructure only. It does not provide financial, investment, or trading advice.

Quant Research Infrastructure

Official Website Read on Substack

Professional Experience

Jan 2023 - Present

Research Data Systems Architect

University of Auckland Research Institute

Designing governed research data infrastructure for high-integrity clinical datasets, automated API workflows, and audit-ready analytics pipelines. This work directly reinforces the data discipline behind JasonWheel: clean ingestion, traceable transformations, model-ready datasets, and resilient operating controls.

May 2013 - Dec 2022

Enterprise Systems & AI Infrastructure Lead

Private Automotive Services Group

Led backend architecture, data platforms, and applied AI initiatives across high-availability business systems. Built the engineering foundation later applied to systematic trading infrastructure: monitoring, automation, data quality, and real-time decision support.

Jul 2009 - Apr 2013

Senior Database Administrator

Enterprise Technology Services

Managed high-transaction SQL Server environments, availability planning, and data reliability programs for enterprise clients. Established the database and operational-risk mindset that now underpins quantitative research infrastructure.

Core Competencies

FinTech & Quant

Options Strategy Research
Volatility & Probability Modeling
AI/NLP Signal Interpretation
Financial Data API Integration

Architecture & Cloud

High-Availability Systems
AWS/Azure Cloud Native
PHP Backend Engineering
DevOps & Automation

Leadership & Strategy

Product Architecture
Cross-functional Team Leadership
Data Governance
Risk-aware Decision Frameworks

Open Source & Technical Research

Contributions to advanced technical projects including "Anti-Carla" (Driverless simulation research) and the New Zealand NHI Validator.

GitHub