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Joanna Lee

Blackrock Investment Management, LLC

Chicago, IL

Princeton, NJ

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Current Employers
Blackrock Investment Management, Llc

1 University Square Drive, Princeton, NJ 08540 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-01-28
IL RA APPROVED 2026-01-27
  • NJ RA
    APPROVED
    Since 2026-01-28
  • IL RA
    APPROVED
    Since 2026-01-27

Branch Locations

227 West Monroe Street Suite 4300, Chicago, IL 60606 • United States

1 University Square Drive, Princeton, NJ 08540 • 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
Sanford C. Bernstein & Co., Llc. Chicago IL 05/2020 09/2021
Cibc Private Wealth Advisors Inc. New York NY 01/2018 01/2020
Cibc Private Wealth Advisors Inc. New York NY 01/2020 05/2020
Clyde & Co New York NY 07/2017 01/2018
New York University New York NY 08/2013 05/2017
J.P. Morgan Institutional Investments Inc. Chicago IL 03/2022 11/2025
J.P. Morgan Investment Management Inc. Chicago IL 03/2022 11/2025
Morningstar Investment Services Chicago IL 09/2021 02/2022
Blackrock Chicago IL 12/2025 Present
Blackrock Investments Llc Chicago IL 12/2025 Present
  • 05/2020 → 09/2021
    Sanford C. Bernstein & Co., Llc.
    Chicago, IL
  • 01/2018 → 01/2020
    Cibc Private Wealth Advisors Inc.
    New York, NY
  • 01/2020 → 05/2020
    Cibc Private Wealth Advisors Inc.
    New York, NY
  • 07/2017 → 01/2018
    Clyde & Co
    New York, NY
  • 08/2013 → 05/2017
    New York University
    New York, NY
  • 03/2022 → 11/2025
    J.P. Morgan Institutional Investments Inc.
    Chicago, IL
  • 03/2022 → 11/2025
    J.P. Morgan Investment Management Inc.
    Chicago, IL
  • 09/2021 → 02/2022
    Morningstar Investment Services
    Chicago, IL
  • 12/2025 → Present
    Blackrock
    Chicago, IL
  • 12/2025 → Present
    Blackrock Investments Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-27
S63 Uniform Securities Agent State Law Examination 2020-09-30
  • S65 Uniform Investment Adviser Law Examination
    2026-01-27
  • S63 Uniform Securities Agent State Law Examination
    2020-09-30
Other Names
  • Joanne Hyunjung Lee

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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