Dong-joon Lee, financial advisor Reno NV

Dong-joon Lee

CRD Number: 6090737
Current Firm: American Wealth Management

Dong-joon Lee (CRD# 6090737) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 11 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
American Wealth Management Reno, NV Aug 2018 - Current 5
University Of Nevada, Reno Reno, NV Jun 2017 - Current 6
Schultz Financial Group Inc. Reno, NV Dec 2015 - Aug 2018 2
University Of Nevada, Reno Reno, NV Aug 2016 - Dec 2016 < 1
Oracle Korea, Ltd. Seoul, Oct 2014 - Nov 2015 1
Schultz Financial Group Inc. Reno, NV Dec 2007 - Aug 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Dong-joon Lee
Phone Number: (775) 332-7000
Registered State(s):
  • CA
  • NV
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States


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