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Jonathan Jun Lee

U.s. Bancorp Investments, Inc.

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About Jonathan Jun Lee

Jonathan Lee is a financial advisor with U.S. Bancorp Investments, Inc. located in Benicia, CA. Jonathan has been in the industry since 2017 and has a Series 63, Series 65, Series 7 and SIE licenses. U.S. Bancorp Investments, Inc. provides financial advisory services for individuals, businesses, pension plans, and charitable organizations. Jonathan is registered with FINRA and the state of California, and has been employed with U.S. Bancorp Investments, Inc. since 2019. Jonathan is dedicated to helping clients achieve their financial goals.

Firm Information

Jonathan Lee is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

12b-1,networking&shareholder serv,product partner arrangements

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Jonathan Lee’s Registration & Firm History

CA

04/26/2022 - Present

U.s. Bancorp Investments, Inc. (Benicia CA)

CA

05/29/2019 - 01/14/2020

U.S. BANCORP INVESTMENTS, INC. (WHITTIER CA)

CA

07/20/2016 - 05/29/2018

AXA ADVISORS, LLC (WOODLAND HILLS CA)

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Licenses & Designations

IA

Issued 04/25/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Jun Lee.
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