Unclaimed Profile

Jonathan Edward Lee

PROSPER ADVISORS LLC·ARMONK, New York

Clean recordPROSPER 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PROSPER ADVISORS LLC

AUM

$306M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6249472

Firm CRD# 119183

View on FINRA BrokerCheck →

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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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