Kang Lee

Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• PARTICIPATE IN WRAP FEE PROGRAM

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

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

Current Employers

Employment History

• 03/2018 → 09/2019
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2016 → 07/2018
  Miramontes Capital
  Irvine, CA
• 07/2018 → 09/2019
  Miramontes Capital, Llc
  Irvine, CA
• 09/2019 → 10/2023
  First Republic Securities Company, Llc
  Los Angeles, CA
• 09/2019 → 10/2023
  First Republic Investment Management, Inc.
  Los Angeles, CA
• 09/2023 → 05/2024
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 10/2023 → 05/2024
  Jp Morgan Chase Bank, N.A.
  Los Angeles, CA
• 05/2024 → Present
  Citizens Securities, Inc.
  San Francisco, CA
• 05/2024 → Present
  Citizens Bank
  San Francisco, CA

Previous Registrations

• 2019-09-30 → 2024-05-15
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
  Los Angeles, CA
• 2018-11-16 → 2020-02-10
  Miramontes Capital, Llc
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-07-30

Other Names

• Jason Lee
• Kang San Lee
• Kang Lee