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John Sang Hyun Lee

Wells Fargo Clearing Services, LLC

Canby, OR

Milwaukie, OR

Vancouver, WA

Portland, OR

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-05-29
  • OR RA
    APPROVED
    Since 2024-05-29

Branch Locations

150 Nw 2Nd Ave, Canby, OR 97013 • United States

14500 Se Mcloughlin Blvd, Milwaukie, OR 97267 • United States

700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States

6785 Sw Beaverton Hillsdale Hwy, Portland, OR 97225 • 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
Keybank West Linn OR 01/2017 02/2022
Unemployed N/A OR 09/2016 06/2017
Key Investment Services West Linn OR 07/2019 03/2022
Key Investment Services Oak Grove OR 03/2022 01/2024
Wells Fargo Clearing Services, Llc Portland OR 02/2024 Present
  • 01/2017 → 02/2022
    Keybank
    West Linn, OR
  • 09/2016 → 06/2017
    Unemployed
    N/A, OR
  • 07/2019 → 03/2022
    Key Investment Services
    West Linn, OR
  • 03/2022 → 01/2024
    Key Investment Services
    Oak Grove, OR
  • 02/2024 → Present
    Wells Fargo Clearing Services, Llc
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-29
S63 Uniform Securities Agent State Law Examination 2020-06-29
  • S66 Uniform Combined State Law Examination
    2024-05-29
  • S63 Uniform Securities Agent State Law Examination
    2020-06-29
Other Names
  • John Sang Hyun Lee
  • John Lee

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
4:8 FINANCIAL
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
AUXIER ASSET MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

FREDERICK MITCHELL MAGENHEIMER
Jessica Joann Cerne
MATTHEW PAUL STUTES
Kassin Mosbrucker
Peri L Tharp
Jeff Anton Nizich
CLINTON HANCOCK COLEMAN
SCOTT R WARNER

Other Offices

LPL FINANCIAL LLC · CANBY, OR
EDWARD JONES · CANBY, OR
U.S. BANCORP ADVISORS, LLC · Canby, OR
LPL FINANCIAL LLC · CANBY, OR
LPL FINANCIAL LLC · CANBY, OR
4:8 FINANCIAL · CANBY, OR
J.P. MORGAN SECURITIES LLC · CANBY, OR
CETERA INVESTMENT ADVISERS LLC · CANBY, OR

More in Canby, OR

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