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Jonas Bob Lee

Aligne Wealth Advisors Investment Management (awaim)

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About Jonas Bob Lee

Jonas Lee is a Registered Representative of Aligne Wealth Advisors Investment Management (awaim) in Los Angeles, California. Jonas has been in the industry since October 1984. Jonas has Series 6, 7 and 66 licenses and offers financial planning, pension consulting, and portfolio management services to individuals and businesses. Jonas is also a licensed insurance agent. Jonas's experience and expertise in the financial industry can help you reach your financial goals.

Firm Information

Jonas Lee is currently registered with Aligne Wealth Advisors Investment Management (awaim). Aligne Wealth Advisors Investment Management (awaim) is a Los Angeles, CA-based investment advisor with $168,815,330 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, businesses, and pension plans. They have 311 client accounts and have a team of 4 investment adviser representatives and 2 licensed agents.
Aligne Wealth Advisors Investment Management (awaim)

1801 CENTURY PARK EAST

LOS ANGELES, CA 90067

$168.82M

Assets Under Management

Not reported

Total Clients

4

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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Jonas Lee’s Registration & Firm History

CA

09/26/2022 - Present

Aligne Wealth Advisors Investment Management (awaim) (LOS ANGELES CA)

CA

03/01/1996 - 09/20/2022

MML INVESTORS SERVICES, LLC (LOS ANGELES CA)

NA

10/26/1984 - 03/01/1996

G. R. PHELPS & CO., INC.

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Licenses & Designations

BOTH

Issued 10/26/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1985

Series 7 - General Securities Representative Examination

BC

Issued 10/25/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonas Bob Lee.
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