Jongmin Lee Email

Manager @ Ballast Holdings Company

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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 PLANNER™ @ Cetera Wealth Services
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2012 - 2012 Research Fellow @ InVenture Capital Corporation

2010 - 2011 Analyst, Research Associate @ Deutsche Bank
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2009 - 2010 Policy Assistant @ The National Assembly of The Republic of Korea

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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

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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 on RocketReach.

Jongmin Lee Emails

Found 1 emails

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