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Jonathan Lee

Corebridge Capital Services, Inc.

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About Jonathan Lee

Jonathan Lee is a financial professional with Corebridge Capital Services, Inc. Jonathan has been in the financial services industry since January 2024. Jonathan has a Series 63, Series 6TO and SIE license. Jonathan is registered with the state of California.

Firm Information

Jonathan Lee is currently registered with Corebridge Capital Services, Inc.. Corebridge Capital Services, Inc. is a corporation formed in November 1982 and is registered in all 50 states plus the District of Columbia and Puerto Rico. The firm is also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

273

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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Jonathan Lee’s Registration & Firm History

CA

01/30/2024 - Present

Corebridge Capital Services, Inc. (WOODLAND HILLS CA)

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Licenses & Designations

BC

Issued 04/15/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Lee.
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