Jonas
Lee
Aligne Wealth Advisors Investment Management (Awaim)
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About this Advisor
Jonas Lee is a financial advisor who works in Los Angeles, California with a total of 1 year of industry experience. Lee works at Aligne Wealth Advisors Investment Management (Awaim). During their career, Lee has held roles at Connecticut Mutual Life, Mml Investors Services, Inc, Lpl Financial LLC and Awaim. Lee has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Aligne Wealth Advisors Investment Management (Awaim) is a registered investment business based out of Los Angeles, CA. It administers $129 million in total assets across its 277 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 277 client accounts, 44% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules typically depend on the type of financial services. However, fees billed by Aligne Wealth Advisors Investment Management (Awaim) typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aligne Wealth Advisors Investment Management (Awaim) Brokerage Details
$128,524,630
5
277
$463,988
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jonas Lee Work History
Jonas has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Awaim
Mml Investors Services, Inc
Connecticut Mutual Life
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonas Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aligne Wealth Advisors Investment Management (Awaim)
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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