JAMES WON LEE is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2025-10-14 | present | Yes |
| LEE INVESTMENT MANAGEMENT LLC | 2021-08-23 | 2025-11-21 | — |