Jin Owen Lee

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 11/2025 → 04/2026
  Countersign
  Austin, TX
• 09/2021 → 05/2025
  Middlebury College
  Middlebury , VT
• 05/2025 → 10/2025
  Unemployed
  Easton, CT
• 09/2024 → 12/2024
  Middlebury College
  Middlebury , VT
• 05/2022 → 09/2024
  Greenbox Storage
  Middlebury , VT
• 03/2021 → 09/2022
  William Raveis Real Estate
  Norwalk , CT
• 10/2015 → 06/2018
  Northern Highlands Regional High School
  Allendale , NJ
• 07/2018 → 03/2021
  Junior Hockey Player
  Stamford, CT
• 05/2019 → 08/2019
  Bullpan Korean Barbeque
  Stamford, CT
• 06/2023 → 08/2023
  Cantor Fitzgerald
  New York, NY
• 06/2024 → 08/2024
  Cantor Fitzgerald
  New York, NY
• 06/2026 → Present
  Bank Of America, N.A
  New York, NY

Other Businesses

I*4646294 Entity Type: Entity For Profit Name of OBA: Stewart Talent Agency Address: New York, New York, 10018 Investment Related: No Position, Title, Association: Other Employee Start Date: 02/23/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Prior to joining Merrill, I joined the talent roster at Stewart Talent Agency. It is a talent agency that specializes in finding talent commercial work. Stewart finds the job for the talent and takes a commission based on the compensation paid to the talent. I have no obligation to take any job or participate in any way. The talent agency will send me jobs to audition for, but I have full autonomy over what I submit for or pursue. In the event that I decide to pursue a project and attain it, my obligation is to fulfill that role and split a portion of my compensation with Stewart Talent Agency. I receive no compensation from Stewart and am not obligated to accept or pursue any project that is sent to me.

Exams

• S66 Uniform Combined State Law Examination
  2026-05-22

Other Names

• Jin Owen Lee
• Jin O Lee