Jongsoo Lee, financial advisor New York NY
93 score

Jongsoo Lee

CRD Number: 5434434
Current Firm: Brock Fiduciary Services LLC

Jongsoo Lee (CRD# 5434434) is an Investment Advisor Representative working at Brock Fiduciary Services LLC in New York, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Brock Fiduciary Services LLC New York, NY Jan 2013 - Current 3
Brock Securities LLC New York, NY Sep 2007 - Current 9
Mancheter College North Manchester, IN Sep 2005 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Jongsoo Lee
Phone Number: 212-209-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    13,480
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $6,740,000,000
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States

CT, MI, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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