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Jungtsan James Lee

Transamerica Financial Advisors, Inc.

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About Jungtsan James Lee

Jungtsan James Lee has been a registered investment advisor since 2017 and has been in the financial services industry since 1992. Jungtsan James Lee is currently affiliated with Transamerica Financial Advisors, Inc. and works in the West Covina, CA office. Jungtsan James Lee specializes in providing financial and investment advice to individuals and other businesses.

Firm Information

Jungtsan Lee is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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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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.

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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Jungtsan Lee’s Registration & Firm History

CA

05/24/2017 - Present

Transamerica Financial Advisors, Inc. (WEST COVINA CA)

CA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (IRVINE CA)

GA

01/12/1996 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

CA

02/04/1994 - 12/11/1995

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

CA

10/07/1992 - 12/23/1993

LEO GROUP, INC. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 08/07/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 12/05/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jungtsan James Lee.
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