Dongjoon Lee

Employer firm

American Wealth Management CRD 122205

$761M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 12/2015 → 08/2018
  Schultz Financial Group Inc.
  Reno, NV
• 08/2016 → 12/2016
  University Of Nevada, Reno
  Reno, NV
• 06/2017 → Present
  University Of Nevada, Reno
  Reno, NV
• 08/2018 → Present
  American Wealth Management
  Reno, NV

Previous Registrations

• 2015-12-15 → 2018-08-14
  Schultz Financial Group Incorporated
  Reno, NV
• 2012-07-18 → 2014-08-20
  Schultz Financial Group Incorporated
  Reno, NV

Other Businesses

Since 08/2016, Dong-Joon has been an Adjunct Professor providing lectures to students at the University of Nevada, Reno, located at 1664 N. Virginia Street Reno, NV 89557. He spends approximately 10% of his time during non-business hours and earns about $27,500 annually. Since 09/2020, Dong Joon has served as an investment committee chair for Nevada Area Council Inc. Boy Scouts of America, located at 500 Double Eagle Court, Reno, NV 89521. Duties include assisting in the management of the investment portfolios. Time devoted to this entity is approximately 4 hours per quarter, all the time is during security trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-08-07
• S65 Uniform Investment Adviser Law Examination
  2012-07-17

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Dongjoon Lee