Jonathan Jong-Tae Lee

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2015-04-28
• S66 Uniform Combined State Law Examination
  2005-04-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jonathan Jongtae Lee