JONATHAN D LEE is an investment adviser representative (IAR) with state registration records since 2006, appearing at 3 firms. Currently registered with ARKADIOS WEALTH ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ARKADIOS WEALTH ADVISORS LLC | 2025-08-18 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-08-18 | 2025-09-09 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-03-17 | 2010-08-20 | — |