Johnathan Lee (CRD# 6731847) is an Investment Advisor Representative working at Planmember Securities Corporation in Mililani, HI and has over 6 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Jan 2017 - Current | 7 |
| Chinen & Arinaga Financial Group, Inc. | Mililani, HI | Jan 2017 - Current | 7 |
| Bank Of Hawaii | Honolulu, HI | Dec 2015 - Current | 8 |
| Enterprise Rent-a-car | Honolulu, HI | Jun 2015 - Dec 2015 | < 1 |
| Unemployed | Honolulu, HI | Jul 2014 - Jun 2015 | < 1 |
| Nordstrom's Cafe | Honolulu, HI | Dec 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- HI
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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