Unclaimed Profile

Kathy Jung Lee

SILICON VALLEY CAPITAL PARTNERS, L.P.·SAN JOSE, California

SIE, Series 7TO, Series 63, Series 65Clean record9 years registeredSILICON VALLEY CAPITAL PARTNERS, L.P.

1731 TECHNOLOGY DRIVE, SAN JOSE, CA 95110CRD# 6028169Firm CRD# 125114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathy Jung Lee · SAN JOSE, CA

Registration

CRD #6028169 · SILICON VALLEY CAPITAL PARTNERS, L.P. · 9 years registered

Brand Profile

Not yet started

Career History

STRATEGIC ADVISERS LLC

Mar 2025 – present

FIDELITY BROKERAGE SERVICES LLC

Sep 2022 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Oct 2022 – Mar 2025

PALO ALTO, CA

SILICON VALLEY CAPITAL PARTNERS, L.P.

Jan 2017 – Jun 2022

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 65

Registration record

First registered · January 25, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SILICON VALLEY CAPITAL PARTNERS, L.P.

CRD 125114 · SEC 801-62004

AUM

$860M

Regulatory assets under management

Employees

1,387 client accounts

Services offered by SILICON VALLEY CAPITAL PARTNERS, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILICON VALLEY CAPITAL PARTNERS, L.P. →

Introduction

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Frequently Asked Questions

What services does Kathy Jung Lee offer?

Kathy Jung Lee specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN JOSE, California for a consultation.

What are Kathy Jung Lee's credentials?

Kathy Jung Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathy Jung Lee located?

Kathy Jung Lee is based in SAN JOSE, California, working with SILICON VALLEY CAPITAL PARTNERS, L.P.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Kathy Jung Lee charge for services?

Kathy Jung Lee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SILICON VALLEY CAPITAL PARTNERS, L.P.?

SILICON VALLEY CAPITAL PARTNERS, L.P. has approximately 8 employees and manages $860M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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