Kang Lee (CRD# 6923077) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Los Angeles, CA and has over 5 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | Los Angeles, CA | Oct 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | Los Angeles, CA | Sep 2023 - Current | < 1 |
| First Republic Investment Management, Inc. | Los Angeles, CA | Sep 2019 - Current | 4 |
| First Republic Securities Company, LLC | Los Angeles, CA | Sep 2019 - Oct 2023 | 4 |
| Miramontes Capital, LLC | Irvine, CA | Jul 2018 - Sep 2019 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2018 - Sep 2019 | 1 |
| Miramontes Capital | Irvine, CA | Jul 2016 - Jul 2018 | 2 |
| Student | Irvine, CA | Sep 2015 - Jul 2016 | < 1 |
| American Interbanc Mortgage | Irvine, CA | Jun 2015 - Sep 2015 | < 1 |
| Student | Irvine, CA | Oct 2014 - Jun 2015 | < 1 |
| La Korean Festival Foundation | Los Angeles, CA | Jun 2014 - Oct 2014 | < 1 |
| Student | Diamond Bar, CA | Mar 2008 - Jun 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- CA
-
Total Assets Under Management86,271MILLIONS
-
Total Number of Accounts56,585ACCOUNTS
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Average Account Value$1,524,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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