Jeremy Ying Lee

Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2016 → 05/2019
  Hedge Plus
  Jackson, WI
• 05/2019 → 08/2019
  Unemployed
  Wauwatosa, WI
• 08/2019 → 03/2020
  Asq
  Milwaukee, WI
• 03/2020 → 04/2020
  Unemployed
  Wauwatosa, WI
• 04/2020 → 07/2021
  Annex Wealth Management
  Elm Grove, WI
• 08/2021 → Present
  Personal Capital Advisors Corporation
  Wauwatosa, WI
• 04/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2021-08-16 → 2023-04-03
  Personal Capital Advisors Corporation
  Wawautosa, WI
  Greenwood Village, CO
• 2020-06-09 → 2021-07-27
  Annex Wealth Management, Llc
  Brookfield, WI

Other Businesses

Licensed Real Estate Agent with Premier Point Reality LLC; Investment Properties;1-5 Hours total a month of outside work hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-09

Other Names

• Jeremy Lee