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Jung min Jacqueline Lee

Pimco Investments LLC

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About Jung min Jacqueline Lee

Jung min Jacqueline Lee is a financial professional with over 2 years of experience in the industry. Jung min is currently registered with Pimco Investments LLC and holds Series 3, Series 7TO, SIE, and Series 7 licenses. Jung min is also licensed to conduct business in all 50 states, as well as Puerto Rico and the Virgin Islands. Prior to joining Pimco Investments LLC, Jung min was registered with Pinebridge Securities LLC.

Firm Information

Jung min Lee is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

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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Jung min Lee’s Registration & Firm History

CA

08/07/2021 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

NY

05/11/2017 - 05/16/2019

PINEBRIDGE SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/26/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2021

Series 3 - National Commodity Futures Examination

BC

Issued 08/06/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jung min Jacqueline Lee.
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