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Jonathan Jong-Tae Lee

Osaic Wealth, Inc.

San Ramon, CA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24

Branch Locations

6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation San Ramon CA 01/2013 01/2025
Osaic Wealth, Inc. San Ramon CA 01/2025 Present
  • 01/2013 → 01/2025
    Lincoln Financial Advisors Corporation
    San Ramon, CA
  • 01/2025 → Present
    Osaic Wealth, Inc.
    San Ramon, CA
Previous Registrations
  • 2013-01-15 → 2025-01-24
    Osaic Fa, Inc.
    San Ramon, CA
    San Ramon, CA
    San Ramon, CA
    San Ramon, CA
    San Ramon, CA
  • 2005-04-25 → 2010-02-12
    Osaic Fa, Inc.
    Campbell, CA
    San Ramon, CA
    San Ramon, CA
    San Ramon, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-28
S66 Uniform Combined State Law Examination 2005-04-23
  • S65 Uniform Investment Adviser Law Examination
    2015-04-28
  • S66 Uniform Combined State Law Examination
    2005-04-23
Designations
Other Names
  • Jonathan Jongtae Lee

View on SEC IAPD

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