Jongmin Lee's Location
Los Angeles, CA, US
Jongmin Lee's Work
- Financial Advisor | CERTIFIED FINANCIAL PLANNER™ @ Cetera Advisor Networks LLC
- Research Fellow @ InVenture Capital Corporation
- Analyst, Research Associate @ Deutsche Bank
- Policy Assistant @ The National Assembly of The Republic of Korea
Jongmin Lee's Education
- University of California, Los Angeles
Certificate in Personal Financial Planning
2014 - 2016 - University of Southern California - Sol Price School of Public Policy
Master of Public Administration (MPA) (Public Finance, Financial Planning)
2012 - 2014 - 한양대학교
Bachelor of Science (B.S.) (Business Administration)
2003 - 2009
Jongmin Lee's Skills
- Asset Allocation
- Series 7
- Valuation
- Estate Planning
- Portfolio Management
- Sales
- Project Planning
- Investments
- Bloomberg
- 529 Plan
Jongmin Lee's Summary
Jongmin Lee, based in Los Angeles, CA, US, is currently a Financial Advisor | CERTIFIED FINANCIAL PLANNER™ at Cetera Advisor Networks LLC, bringing experience from previous roles at 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 contributes valuable insights to the industry. Jongmin Lee has 2 emails on RocketReach.
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