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Jonathan Edward Lee

PROSPER ADVISORS LLC·ARMONK, New York
Series 65Clean record10 years registeredPROSPER ADVISORS LLC
20 BEDFORD ROAD, ARMONK, NY 10504CRD# 6249472Firm CRD# 119183

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Edward Lee · ARMONK, NY
Registration
CRD #6249472 · PROSPER ADVISORS LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

FOCUS PARTNERS WEALTH, LLC
Mar 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 7, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PROSPER ADVISORS LLC
CRD 119183 · SEC 801-64486
AUM
$306M
Regulatory assets under management
Employees
5
543 client accounts
Services offered by PROSPER ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PROSPER ADVISORS LLC →
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05

Frequently Asked Questions

What services does Jonathan Edward Lee offer?
Jonathan Edward Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARMONK, New York for a consultation.
What are Jonathan Edward Lee's credentials?
Jonathan Edward Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Edward Lee located?
Jonathan Edward Lee is based in ARMONK, New York, working with PROSPER ADVISORS LLC. Their office serves clients in the ARMONK metropolitan area and surrounding communities.
How does Jonathan Edward Lee charge for services?
Jonathan Edward Lee's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROSPER ADVISORS LLC?
PROSPER ADVISORS LLC has approximately 5 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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