Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jae? Claim Your ProfileJae Lee is a registered investment advisor representative and a general securities principal. Jae has been in the financial services industry since 2009. Jae currently works for Concorde Asset Management, LLC. Jae is registered in Georgia, Massachusetts, and Michigan. Jae has experience in the investment services industry including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Jae also has experience in the securities industry and has passed Series 65, Series 66, and Series 24 examinations. Jae has experience with clients such as high-net-worth individuals, corporations, individuals, pension and profit-sharing plans, and charitable organizations. Jae's current firm has approximately 1327 clients and has been in business since 2021. Concorde Asset Management, LLC, has an office in Ann Arbor, Michigan, and Woodstock, Georgia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
MI
09/08/2021 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
GA
04/24/2015 - 02/05/2021
TRIAD ADVISORS LLC (NORCROSS GA)
GA
06/23/2009 - 05/01/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
NJ
10/04/2012 - 06/14/2013
E*TRADE CLEARING LLC (JERSEY CITY NJ)
GA
12/10/2007 - 03/10/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
09/05/2007 - 10/30/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
IA
Issued 08/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jae Lee is the right advisor for you? Invested Better is here to help.
