Best Investors Account Sign in

Jennifer Young Jae Lee

Charles Schwab & Co., Inc.

Irvine, CA

CRD 7467739

Claim This Profile
Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-02
  • CA RA
    APPROVED
    Since 2022-09-02

Branch Locations

2825 Main Street, Irvine, CA 92614 • 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
Charles Schwab & Co., Inc. Irvine CA 04/2022 Present
Charles Schwab Bank, Ssb Irvine CA 04/2022 Present
Pro Unlimited Irvine CA 08/2021 04/2022
Ardent Academy Irvine CA 10/2016 08/2021
University Of California-Irvine Irvine CA 09/2015 06/2019
  • 04/2022 → Present
    Charles Schwab & Co., Inc.
    Irvine, CA
  • 04/2022 → Present
    Charles Schwab Bank, Ssb
    Irvine, CA
  • 08/2021 → 04/2022
    Pro Unlimited
    Irvine, CA
  • 10/2016 → 08/2021
    Ardent Academy
    Irvine, CA
  • 09/2015 → 06/2019
    University Of California-Irvine
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-02
  • S66 Uniform Combined State Law Examination
    2022-09-02
Designations
  • Certified Financial Planner
Other Names
  • Jenny Lee

View on SEC IAPD

Nearby Firms

VISTA POINT ASSET MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC

Nearby Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones

Nearby Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA

More in Irvine, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor