Jongmin Lee Email & Phone Number
Manager
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Jongmin Lee Location
- Los Angeles, CA, US
Jongmin Lee Work
- 2026 -now Manager @ Ballast Holdings Company
- 2013 -2025 Financial Advisor | CERTIFIED FINANCIAL PLANNERâ„¢ @
- 2012 -2012 Research Fellow @
- 2010 -2011 Analyst, Research Associate @
- 2009 -2010 Policy Assistant @
Jongmin Lee Education
- University of California, Los Angeles
Certificate in Personal Financial Planning
2014-2016 - USC Sol Price School of Public Policy
Master of Public Administration (MPA) (Public Finance, Financial Planning)
2012-2014 - Hanyang University
Bachelor of Science (B.S.) (Business Administration)
2003-2009
Jongmin Lee Skills
- Asset Allocation
- Series 7
- Valuation
- Estate Planning
- Portfolio Management
- Sales
- Project Planning
- Investments
- Bloomberg
- 529 Plan
- Leadership
- Investment Management
- Microsoft Office
- Social Security
- Financial Analysis
- College Savings Plan
- Certified Financial Planner
- Retirement Planning
- Medicare
- Training
- Life Insurance
- Bdcs
- Annuity
- Tax Planning
- Non Traded Reits
- Financial Modeling
- Asset Management
- Teaching
- Reits
- Mutual Funds
Jongmin Lee Summary
- Jongmin Lee, based in Los Angeles, CA, US, is currently a Manager at Ballast Holdings Company. Jongmin Lee brings experience from previous roles at Cetera Advisor Networks LLC, InVenture.org, Deutsche Bank and The National Assembly of The Republic of Korea. Jongmin Lee holds a 2014 - 2016 Certificate in Personal Financial Planning @ University of California, Los Angeles. With a robust skill set that includes Asset Allocation, Series 7, Valuation, Estate Planning, Portfolio Management and more. Jongmin Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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