Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob Seungjae Lee

Performance Trust Capital Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob Seungjae Lee

Jacob Seungjae Lee is a registered representative with Performance Trust Capital Partners, LLC in Chicago, IL. Jacob has been in the securities industry since June 2020. Jacob holds Series 7TO, Series 63, and SIE licenses and is registered with the state of Illinois.

Firm Information

Jacob Lee is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Lee’s Registration & Firm History

IL

06/27/2020 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

Not sure if Jacob Seungjae Lee is right for you?

Licenses & Designations

BC

Issued 07/13/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jacob Seungjae Lee.
Not sure if Jacob Seungjae Lee is right for you?