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Scott Jaeum Lee is a financial advisor registered with Edward Jones. Scott has been in the industry since November 2024. Scott Jaeum Lee is registered in California and specializes in providing financial planning, pension consulting, and selection of other advisors. Scott is also an advisor at Edward Jones, which is a firm with approximately $10 billion - $50 billion in assets under management.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
01/24/2025 - Present
Edward Jones (Irvine CA)
Active
Inactive
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