Jieun Lee
Investment adviser representative at M1 Advisory
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
11 yearsFirm in business
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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
11 years in the industry.
- M1 AdvisoryApr 2024 to now
- M1 FinanceApr 2024 to now
- Beyond FinanceMar 2024 to Mar 2024
- UnemployedFeb 2024 to Mar 2024
- Reaves and Son, IncAug 2023 to Jan 2024
- TeslaApr 2023 to Aug 2023
- M2057Apr 2023 to Jul 2023
- UnemployedJan 2023 to Mar 2023
- M1 FinanceNov 2020 to Dec 2022
- TeslaNov 2019 to Nov 2019
- J.P. Morgan Securities LLCMay 2019 to Nov 2020
- JPMorgan Chase Bank, N.A.May 2019 to Nov 2020
- TeslaMay 2017 to May 2019
- Burberry LtdOct 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
M1 Advisory
Legal name: M1 Advisory Services LLC
$1.5BAssets managed
11,400Clients
9Advisers
11 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
- 7126205
- Firm CRD
- 249787