Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Wook Lee is a registered representative with Centerview Partners LLC. Jason has been in the financial industry for over 13 years, having previously worked at Lazard Freres & Co. LLC. Jason holds the Series 7, Series 79, and the SIE licenses and is currently registered with FINRA.
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.
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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CA
06/25/2012 - Present
Centerview Partners LLC (SAN FRANCISCO CA)
NY
08/31/2010 - 05/14/2012
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 11/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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