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Jae Min Lee

Stonemark Wealth Management

Pasadena, CA

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Current Employers
Stonemark Wealth Management

225 S. Lake Avenue Suite 1170, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-22
  • CA RA
    APPROVED
    Since 2024-07-22

Branch Locations

225 S. Lake Avenue Suite 1170, Pasadena, CA 91101 • 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
Stonemark Wealth Management Pasadena CA 02/2024 Present
American Golf Co. - Seacliff Country Club Huntington Beach CA 03/2016 03/2020
Clever Care Health Plan Huntington Beach CA 06/2021 12/2021
Jml Golf Instruction Llc La Mirada CA 04/2022 12/2025
Unemployed Buena Park CA 01/2022 04/2022
Unemployed Buena Park CA 04/2020 04/2021
  • 02/2024 → Present
    Stonemark Wealth Management
    Pasadena, CA
  • 03/2016 → 03/2020
    American Golf Co. - Seacliff Country Club
    Huntington Beach, CA
  • 06/2021 → 12/2021
    Clever Care Health Plan
    Huntington Beach, CA
  • 04/2022 → 12/2025
    Jml Golf Instruction Llc
    La Mirada, CA
  • 01/2022 → 04/2022
    Unemployed
    Buena Park, CA
  • 04/2020 → 04/2021
    Unemployed
    Buena Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-20
  • S65 Uniform Investment Adviser Law Examination
    2024-07-20
Other Names
  • Jae M Lee

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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