Brenda Jammy Lee

Employer firm

Capital Planning, LLC CRD 169470

$618M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 04/2014 → 09/2018
  Capital Planning Llc
  Bellevue, WA
• 10/2018 → Present
  Capital Planning Llc
  Bellevue, WA

Previous Registrations

• 2006-02-02 → 2014-01-27
  Capital Planning Corp
  Bellevue, WA
  Bellevue, WA
  Bellevue, WA

Other Businesses

Since 3/2017, I have been a demonstrator for Stamp' Up, a non investment related craft business, based at 3735 257th Ave. SE Issaquah, WA 98029. Approximately 8 hours per month is devoted to this entity, none of the time during security trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-31
• S63 Uniform Securities Agent State Law Examination
  1997-05-01

Designations

• Chartered Financial Consultant