Unclaimed Profile

Jonathan David Lee

KINGBIRD INVESTMENT MANAGEMENT LLC·BOSTON, Massachusetts

KINGBIRD INVESTMENT MANAGEMENT LLC

855 BOYLSTON STREET, BOSTON, MA 02116CRD# 6824424Firm CRD# 308069

Profile Verification

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

Identity

Jonathan David Lee · BOSTON, MA

Registration

CRD #6824424 · KINGBIRD INVESTMENT MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Disclosure history pending

About

Jonathan David Lee is a registered financial advisor based in BOSTON, Massachusetts, affiliated with KINGBIRD INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

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Introduction

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Firm Overview

Firm

KINGBIRD INVESTMENT MANAGEMENT LLC

KINGBIRD INVESTMENT MANAGEMENT

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

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Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 6824424

Firm CRD# 308069

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan David Lee offer?

Jonathan David Lee is a registered financial advisor in BOSTON, Massachusetts. Contact their office for details on services offered.

What are Jonathan David Lee's credentials?

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

Where is Jonathan David Lee located?

Jonathan David Lee is based in BOSTON, Massachusetts, working with KINGBIRD INVESTMENT MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How large is KINGBIRD INVESTMENT MANAGEMENT LLC?

KINGBIRD INVESTMENT MANAGEMENT LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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