Jongsoo Lee (CRD# 5434434) is an Investment Advisor Representative working at Brock Fiduciary Services LLC in New York, NY and has over 16 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brock Fiduciary Services LLC | New York, NY | Jan 2013 - Current | 11 |
| Brock Securities LLC | New York, NY | Sep 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- TX
-
Total Assets Under Management5,415MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$5,414,666,700
- Fixed fees (other than subscription fees)
- Other
CT, MI, TX
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