Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaewon? Claim Your ProfileJaewon Lee is a Certified Financial Planner™ professional and registered Investment Advisor Representative with Sc&h Wealth in Sparks, Maryland. Jaewon is also a Certified Public Accountant and provides tax planning and accounting services to clients of both Sc&h Financial Advisors, Inc. and Sc&h Group, Inc. Jaewon has been in the financial services industry since 2007 and has a strong background in accounting, tax, and investment management.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MD
09/13/2022 - Present
Sc&h Wealth (SPARKS MD)
IA
Issued 08/05/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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