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Jonathan Jun Lee

U.S. Bancorp Advisors, LLC

Benicia, CA

Vallejo, CA

Napa, CA

San Rafael, CA

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Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-19
CA RA APPROVED 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-02-19
  • CA RA
    APPROVED
    Since 2026-02-13

Branch Locations

848 Southampton Rd, Benicia, CA 94510 • United States

1200 Tennessee St, Vallejo, CA 94590 • United States

880 Jefferson St, Napa, CA 94559 • United States

630 Las Gallinas Ave, San Rafael, CA 94903 • 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
Axa Advisors, Llc New York NY 07/2016 05/2018
U.S. Bank Whittier CA 05/2019 12/2019
U.S. Bancorp Investments, Inc. Whittier CA 05/2019 12/2019
High Society Custom Tailor Los Angeles CA 06/2018 05/2019
U.S. Bancorp Investments, Inc. San Rafael CA 05/2020 02/2026
U.S. Bank Millbrae CA 05/2020 07/2023
Unemployed Los Angeles CA 12/2019 05/2020
U.S. Bancorp Advisors, Llc San Rafael CA 02/2026 Present
  • 07/2016 → 05/2018
    Axa Advisors, Llc
    New York, NY
  • 05/2019 → 12/2019
    U.S. Bank
    Whittier, CA
  • 05/2019 → 12/2019
    U.S. Bancorp Investments, Inc.
    Whittier, CA
  • 06/2018 → 05/2019
    High Society Custom Tailor
    Los Angeles, CA
  • 05/2020 → 02/2026
    U.S. Bancorp Investments, Inc.
    San Rafael, CA
  • 05/2020 → 07/2023
    U.S. Bank
    Millbrae, CA
  • 12/2019 → 05/2020
    Unemployed
    Los Angeles, CA
  • 02/2026 → Present
    U.S. Bancorp Advisors, Llc
    San Rafael, CA
Previous Registrations
  • 2022-04-26 → 2026-02-13
    U.S. Bancorp Investments, Inc.
    San Rafael, CA
    San Rafael, CA
    Saint Paul, MN
    Millbrae, CA
    Benicia, CA
    Rohnert Park, CA
    San Rafael, CA
    Vallejo, CA
    San Rafael, CA
    San Rafael, CA
    Napa, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-25
S63 Uniform Securities Agent State Law Examination 2016-11-18
  • S65 Uniform Investment Adviser Law Examination
    2022-04-25
  • S63 Uniform Securities Agent State Law Examination
    2016-11-18
Other Names
  • Jon Lee
  • Jonathan Lee

View on SEC IAPD

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