Unclaimed
Jung un Lee is a financial professional with over 15 years of experience in the securities industry. Jung un Lee is currently registered with J.p. Morgan Securities LLC and has been in this role since March 2018. Prior to this role, Jung un Lee was employed at Morgan Stanley & Co. LLC and Deutsche Bank Securities Inc. Jung un Lee holds the Series 63, Series 7 and SIE licenses. Jung un Lee specializes in Investment Company / Mutual Funds, Variable Annuities, Retirement Plans & Annuities, Equity, and Fixed Income.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
03/28/2018 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
08/25/2015 - 02/21/2018
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
11/26/2003 - 08/14/2015
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 07/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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