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Jonathan Edward Lee

PROSPER ADVISORS LLC·ARMONK, New York
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20 BEDFORD ROAD, ARMONK, NY 10504CRD# 6249472Firm CRD# 119183
01

About

Jonathan Edward Lee is a registered financial advisor based in ARMONK, New York, affiliated with PROSPER ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROSPER ADVISORS LLC
PROSPER ADVISORS LLC
AUM
$306M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PROSPER ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6249472
Firm CRD# 119183
No disclosures on file
View on FINRA BrokerCheck →

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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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Research
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