Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Jong-tae Lee is a financial advisor with over 18 years of experience in the financial services industry. Jonathan is a Certified Financial Planner and Chartered Financial Consultant. Jonathan currently works at Osaic Wealth, Inc. in SAN RAMON, CA. Jonathan previously worked at SAMMONS SECURITIES COMPANY, LLC, LINCOLN FINANCIAL ADVISORS CORPORATION and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Jonathan is registered with the state of California as both a broker-dealer and an investment advisor. Jonathan has experience working with individuals, high-net-worth individuals, businesses, pension and profit sharing plans, and charitable organizations. Jonathan specializes in financial planning, portfolio management, and pension consulting. Jonathan offers financial planning, educational seminars, and selection of other advisors. Jonathan is committed to providing his clients with the highest level of service and expertise.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (SAN RAMON CA)
CA
03/30/2010 - 01/08/2013
SAMMONS SECURITIES COMPANY, LLC (CONCORD CA)
CA
02/11/2005 - 02/12/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (CAMPBELL CA)
IN
02/11/2005 - 06/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 04/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Lee is the right advisor for you? Invested Better is here to help.
