Scott Jaeum Lee

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → Present
  Edward Jones
  St. Louis, MO
• 11/2021 → 11/2024
  Resmed
  San Diego, CA
• 08/2020 → 11/2021
  Sap
  Newport Beach, CA
• 03/2019 → 08/2020
  Panasonic Avionics Corporation
  Lake Forest, CA
• 02/2018 → 03/2019
  Ephesoft
  Irvine, CA
• 09/2015 → 02/2018
  Sharp Labs Of America
  Santa Ana, CA

Other Businesses

Self Type of business: Real Estate Irvine, CA Start date: 8/1/2007 Owner of Rental Property Hours per week: 0 Hours during trading: 0 Long Term Rental Property

Exams

• S66 Uniform Combined State Law Examination
  2025-01-23

Other Names

• Scott J Lee