Jieun
Lee
M1 Finance
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About this Advisor
Jieun Lee is a financial advisor based in Chicago, Illinois, working with M1 Finance. Jieun has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, 2 Cute, Nordstrom, Burberry LTD, Tesla, M1 Finance, M2057, Reaves And Son, Inc, and Beyond Finance. Jieun has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Jieun is part of M1 Finance, which operates out of Chicago, Illinois. The firm has 24 employees and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at M1 Finance includes asset-based fees.
Certifications and Registrations
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Fee Structure
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M1 Finance Brokerage Details
24
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jieun Lee Work History
M1 Finance
Beyond Finance
Reaves And Son, Inc
Tesla
M2057
M1 Finance
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Tesla
Tesla
Tesla
Burberry LTD
2 Cute
Nordstrom
Disclosures
Please visit the SEC profile of Jieun 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 M1 Finance
Denver, CO
Chicago, IL
Chicago, IL
Midlothian, VA
Chicago, IL
Chicago, IL
Evanston, IL
Chicago, IL
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