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Jonathan Jongmin Lee

OPES ADVISORS, INC.·CUPERTINO, California
Clean recordOPES ADVISORS, INC.
19330 STEVENS CREEK BLVD, CUPERTINO, CA 95014CRD# 4863447Firm CRD# 132996

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Jongmin Lee · CUPERTINO, CA
Registration
CRD #4863447 · OPES ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Jongmin Lee is a registered financial advisor based in CUPERTINO, California, affiliated with OPES ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OPES ADVISORS, INC.
OPES ADVISORS, INC.
AUM
$335M
Regulatory assets under management
Employees
500
Total firm employees
View all advisors at OPES ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4863447
Firm CRD# 132996
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Jongmin Lee offer?
Jonathan Jongmin Lee specializes in Financial Planning, Investment Management. Contact their office in CUPERTINO, California for a consultation.
What are Jonathan Jongmin Lee's credentials?
Jonathan Jongmin Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Jongmin Lee located?
Jonathan Jongmin Lee is based in CUPERTINO, California, working with OPES ADVISORS, INC.. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.
How does Jonathan Jongmin Lee charge for services?
Jonathan Jongmin Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPES ADVISORS, INC.?
OPES ADVISORS, INC. has approximately 500 employees and manages $335M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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