Jae Lee has been an investment adviser representative at WESPAC Advisors SoCal since July 2024, and is not listed among the firm’s executive officers or direct owners.
Wespac Advisors Socal, LLC is a Pasadena, CA firm with $610M under management, 411 clients and 8 advisers across 2 offices, as of its June 2026 filing.
- Stonemark Wealth ManagementCurrent– present · 2 yearsPasadena, CA · Adviser representative · Firm CRD 158413
Investment adviser representative registrations
Jae Lee is registered as an investment adviser representative in California, since July 2024.
- CaliforniaSince 22 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 July 2024 |
| SIE | Securities Industry Essentials Examination | 29 March 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jae Min Lee
- CRD
- 7929159
- Firm
- WESPAC Advisors SoCal · CRD 158413
- Office
- 225 S. LAKE AVENUE, SUITE 1170, Pasadena, CA 91101
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Jae Lee work?
Jae Lee is an investment adviser representative registered through Wespac Advisors Socal, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jae Lee a financial advisor?
Yes. Jae Lee has a current investment-adviser registration in California, through WESPAC Advisors SoCal since July 2024.
How many years of experience does Jae Lee have?
Jae Lee has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Jae Lee passed?
Jae Lee has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in March 2024.
Where is Jae Lee based?
Jae Lee’s registered office is in Pasadena, CA.
Is Jae Lee registered with FINRA?
No. Jae Lee has no current broker registration.
How can I verify Jae Lee’s record?
Search CRD 7929159 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jae Lee’s full registration record.