JAMES HENGSUK LEE is an investment adviser representative (IAR) with state registration records since 1998, appearing at 4 firms. Currently registered with LEE, KELLEHER, & KLEIN WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LEE, KELLEHER, & KLEIN WEALTH MANAGEMENT LLC | 2024-08-07 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-08-15 | 2024-07-22 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2011-08-17 | — |
| CITIGROUP GLOBAL MARKETS INC. | 1998-11-29 | 2009-06-01 | — |