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James Hengsuk Lee

LEE-Kelleher Wealth Management

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About James Hengsuk Lee

James Hengsuk Lee is a financial advisor who has been in the industry for over 25 years. He is currently registered as an Investment Advisor Representative in Maryland and Texas. James has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. He has experience with a variety of clients, including individuals, businesses, and charitable organizations. James provides financial planning and portfolio management services to clients. He is affiliated with Lee-Kelleher Wealth Management, an independent advisory firm.

Firm Information

James Lee is currently registered with LEE-Kelleher Wealth Management. LEE-Kelleher Wealth Management is a registered investment advisor with $192 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and pension consulting services to high-net-worth individuals, corporations, charitable organizations, and pension plans.

$192.00M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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James Lee’s Registration & Firm History

MD

08/07/2024 - Present

LEE-Kelleher Wealth Management (FULTON MD)

MD

08/12/2011 - 07/22/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA MD)

DC

06/01/2009 - 08/17/2011

MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)

DC

06/25/1998 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)

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Licenses & Designations

IA

Issued 07/17/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Hengsuk Lee.
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