Jonas Bob Lee

Employer firm

Aligne Wealth Advisors Investment Management (Awaim) CRD 321735

$224M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 03/1984 → 09/2022
  Connecticut Mutual Life
  Woodland Hills, CA
• 03/1996 → 09/2022
  Mml Investors Services, Inc.
  Los Angeles, CA
• 09/2022 → 09/2025
  Lpl Financial Llc
  Los Angeles, CA
• 09/2022 → Present
  Awaim
  Los Angeles, CA

Previous Registrations

• 2012-11-13 → 2022-09-20
  Mml Investors Services, Llc
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1) Jonas Lee - investment-related - Los Angeles, CA - insurance sales - licensed insurance agent - January 1984 - 1 hour per month - 0 hours during trading hours - non variable insurance sales 2) 6/2022- Jonas Lee - Non-Variable Insurance- Agent selling LTC, Disability, Life, Fixed Annuities, Health. - start date 1985

Exams

• S66 Uniform Combined State Law Examination
  2012-10-26