linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jungyeal Lee

Allmerits Asset, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jungyeal? Claim Your Profile

About Jungyeal Lee

Jungyeal Lee is an investment advisor representative for Allmerits Asset, LLC. Jungyeal holds a Series 65 license and has been in the industry since July 2023. Jungyeal is also a software engineer/ABAP developer and spends about 60 hours a month on insurance sales.

Firm Information

Jungyeal Lee is currently registered with Allmerits Asset, LLC. Allmerits Asset, LLC is an investment advisor with 12 licensed agents and 12 investment advisor representatives. The firm manages approximately $11,162,973 in regulatory assets under management. They offer a variety of advisory services, including financial consulting, pension consulting, selection of other advisers, and portfolio management for individuals. The firm serves primarily individuals other than high net worth individuals and pension and profit-sharing plans.

$11.16M

Assets Under Management

Not reported

Total Clients

8

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

financial consulting

Financial consulting

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jungyeal Lee’s Registration & Firm History

NJ

07/28/2023 - Present

Allmerits Asset, LLC (WALDWICK NJ)

Not sure if Jungyeal Lee is right for you?

Licenses & Designations

IA

Issued 02/07/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jungyeal Lee.
Not sure if Jungyeal Lee is right for you?