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Jacob Sang wook Lee

Park Avenue Securities LLC

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About Jacob Sang wook Lee

Jacob Sang wook Lee is a financial advisor registered with Park Avenue Securities LLC. Jacob Sang wook Lee is based in Oakbrook Terrace, IL and has over 5 years of experience in the financial services industry. Previously, Jacob Sang wook Lee was registered with PRUCO SECURITIES, LLC. Jacob Sang wook Lee is licensed to provide financial advice in California, Florida, Illinois, Massachusetts, New Jersey, New Mexico, and Pennsylvania. Jacob Sang wook Lee specializes in financial planning, portfolio management for individuals and selection of other advisers.

Firm Information

Jacob Lee is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Lee’s Registration & Firm History

IL

01/04/2024 - Present

Park Avenue Securities LLC (Oakbrook Terrace IL)

PA

04/29/2020 - 01/04/2024

PRUCO SECURITIES, LLC. (Exton PA)

PA

10/11/2018 - 05/01/2020

AXA ADVISORS, LLC (BALA CYNWYD PA)

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Licenses & Designations

BOTH

Issued 12/17/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Sang wook Lee.
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