Jaewon Lee

Current Employers

Employment History

• 11/2015 → Present
  Sc&H Financial Advisors, Inc.
  Hunt Valley, MD

Other Businesses

1) SC&H GROUP, INC. // NOT INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SC&H GROUP, A TAX, AUDIT, CONSULTING AND INVESTMENT BANKING FIRM, IS THE PARENT COMPANY OF SC&H FINANCIAL ADVISORS, INC. SC&H GROUP IS THE EMPLOYER, BENEFITS AND PAYROLL PROVIDER FOR ALL SC&H EMPLOYEES. SC&H GROUP ALSO ORGANIZES AND DIRECTS CERTAIN CORPORATE, SOCIAL, COMMUNITY SERVICE AND TRAINING ACTIVITIES IN WHICH ALL SC&H EMPLOYEES MAY PARTICIPATE. // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS // NO SPECIFIC DUTIES FOR SC&H GROUP, INC. 2) CERTIFIED PUBLIC ACCOUNTANT // NOT INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // JAEWON LEE PROVIDES TAX PLANNING AND ACCOUNTING SERVICES TO CLIENTS OF BOTH SC&H FINANCIAL ADVISORS, INC. AND SC&H GROUP, INC. // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS, WHICH CAN BE SUBSTANTIAL AROUND TAX FILING DEADLINES AND INCLUDES TIME DURING SECURITIES TRADING HOURS. // DUTIES PRIMARILY INCLUDE PREPARATION AND FILING OF INDIVIDUAL AND INVESTMENT PARTNERSHIP FEDERAL AND STATE INCOME TAX RETURNS, AS WELL AS RELATED TAX PLANNING AND RESEARCH. 3) INDEPENDENT BUSINESS OWNER / PRODUCT DISTRIBUTOR FOR AMWAY // NOT INVESTMENT RELATED // FROM PERSONAL RESIDENCE // BEAUTY, HOME CARE AND HEALTH CARE PRODUCTS // DISTRIBUTOR // START 06/2019 // 5-10 HOURS PER WEEK // 0 HOURS DURING TRADING HOURS // SALE OF AMWAY PRODUCTS. 4) MACPA PERSONAL FINANCIAL PLANNING COMMITTEE // NOT INVESTMENT RELATED // 901 DULANEY VALLEY ROAD, SUITE 800; TOWSON, MD 21204 // CPA RESOURCE // COMMITTEE MEMBER // RELATIONSHIP: VOLUNTEER // START 12/2018 // 2 HOURS PER MONTH // 2 HOURS PER MONTH DURING TRADING HOURS // DUTIES INCLUDE ATTENDING MEETINGS AND EVENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-05

Designations