Doohee Lee (CRD# 6899965) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fullerton, CA and has over 6 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities LLC | La Habra, CA | Mar 2022 - Current | 2 |
| Jp Morgan Chase Bank | La Habra, CA | Mar 2020 - Feb 2022 | 1 |
| Jp Morgan Chase Bank | La Habra, CA | Jan 2018 - Feb 2020 | 2 |
| Unemployed | Chino Hills, CA | Oct 2017 - Dec 2017 | < 1 |
| Commonwealth Business Bank | Los Angeles, CA | Mar 2017 - Oct 2017 | < 1 |
| Bank Of America | Diamond Bar, CA | Feb 2013 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- CA
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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