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Jeremy R Lee

Blue OWL Securities

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About Jeremy R Lee

Jeremy R Lee is a financial advisor with Blue Owl Securities, a firm located in New York, NY. Jeremy has been in the financial services industry since April 13, 2017. Jeremy is a licensed securities professional, holding Series 7, Series 7TO, Series 63, and SIE licenses. Jeremy has been registered with the Financial Industry Regulatory Authority (FINRA) since December 26, 2023. Jeremy is also registered with the state of New York as a broker-dealer. Prior to joining Blue Owl Securities, Jeremy worked at BlackRock Investments, LLC.

Firm Information

Jeremy Lee is currently registered with Blue OWL Securities. Blue OWL Securities is a Limited Liability Company formed in December 2015. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Blue OWL Securities is registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

34

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.

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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Jeremy Lee’s Registration & Firm History

NY

12/26/2023 - Present

Blue OWL Securities (New York NY)

NY

11/22/2013 - 08/04/2020

BLACKROCK INVESTMENTS, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/23/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/26/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy R Lee.
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