Jonathan Lee is not listed as a control person, but directly owns under 5% of Ce Investment Management.
Ce Investment Management is an investment adviser based in Oklahoma City, OK, registered with the SEC since 2019. It provides investment management. Its clients include insurance companies, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $5.91 billion, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6824424
- Firm
- Ce Investment Management · CRD 299786
- Role
- Chief Compliance Officer
- In role since
- February 2023 · 3 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Oklahoma City, OK
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Lee work?
Jonathan Lee has been Chief Compliance Officer of Ce Investment Management, LLC since February 2023.
How can I verify Jonathan Lee’s record?
Jonathan Lee’s role is listed on Ce Investment Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 299786.