Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jae? Claim Your ProfileJae Min Lee is a Registered Investment Advisor, licensed in California, currently affiliated with Stonemark Wealth Management. Jae Min Lee has been in the industry since 2014 and holds a Series 65 license. Jae Min Lee is also licensed to provide investment advice to both high-net-worth individuals and individuals other than high-net-worth individuals.
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.
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.
Consulting services
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.
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CA
07/22/2024 - Present
Stonemark Wealth Management (PASADENA CA)
IA
Issued 07/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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