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Joyce Kyungsun Lee

First Foundation Advisors

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About Joyce Kyungsun Lee

Joyce Kyungsun Lee is a registered Investment Advisor Representative with First Foundation Advisors. Joyce is also a registered representative in California. Joyce has been working in the financial industry since July 2007, previously with City National Bank. Joyce's previous employment with City National Securities lasted from January 2013 to October 2015. Joyce is able to provide financial advice and portfolio management services to individuals, investment companies, and corporations. Joyce has a Series 7 and Series 66 license. She specializes in providing investment advice to individuals, high-net-worth individuals, investment companies, corporations, and charitable organizations.

Firm Information

Joyce Lee is currently registered with First Foundation Advisors. First Foundation Advisors is an investment advisor headquartered in Irvine, CA. The firm has been registered with the SEC since 2005 and manages over $5.25 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and investment companies. They offer financial planning, portfolio management, and selection of other advisors.
First Foundation Advisors

18101 VON KARMAN AVE

IRVINE, CA 92612-1051

$5.25B

Assets Under Management

Not reported

Total Clients

31

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 individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joyce Lee’s Registration & Firm History

CA

11/25/2015 - Present

First Foundation Advisors (LOS ANGELES CA)

CA

01/31/2013 - 10/30/2015

CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 03/30/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joyce Kyungsun Lee.
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