Jungtsan James Lee
Investment adviser representative at Transamerica Financial Advisors, LLC
26 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Jungtsan James Lee? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- Star Max UniversalNov 2017 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- World Financial GroupApr 2002 to now
- Kingho Managers IncFeb 2000 to now
- J.D. Leos, Inc.Mar 2012 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2262862
- Firm CRD
- 16164